CPA Advantage #4 | Retirement Planning | OH IN KY

CPA Advantage Series #4 | Retirement Planning

Published on by Andy Bertke, Beth Germann, in Video, Wealth Management

Can’t watch the video? Read the transcript.

Whether you’re thinking about selling your business, planning for its succession, or planning your retirement from a public or privately-held company, it’s critical to have a full-picture perspective not only on maximizing your investment returns, but also on off-setting taxes from future gains. A CPA/PFS can give you the best of both worlds – and help you ensure you have the retirement you want.


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