By Philip Lee, CFP®
There are a myriad of strategies for cutting your tax bill leading up to and during retirement.
Philip is quoted on Roth IRA Re-characterization deadlines, maxing out on retirement plans, as well as the need to establish solo 401(k) plans by December 31, 2016.
Phone: 781-587-0582 Ext 102
607 North Ave., Door 18, Floor 2 Wakefield, MA 01880
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