Tax reform proposals to finance the massive budget bill being cobbled together in Congress would close the door on an increasingly popular retirement savings strategy among advisers’ wealthy clients.
Tax reform proposals to finance the massive budget bill being cobbled together in Congress would close the door on an increasingly popular retirement savings strategy among advisers’ wealthy clients.
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201 Fort Worth Hwy
Weatherford, TX 76086
817-550-6750
5000 Overton Plaza Suite 110
Fort Worth, TX 76109
817-288-3004
611 University Ave. Suite 220
Lubbock, TX 79401
806-771-1977
24650 Kingsland Blvd,
Katy, TX 77494
713-930-4460
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Retirement Income Certified Professional (RICP®) conferred by The American College.
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