Blog
Your 4% Withdrawal Strategy May Not Be Enough
Friday, January 7, 2022
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
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HD Vest Ownership
Subject: Blucora Acquisition of HD Vest Will Not Affect My Day-To-Day Business or Your Accounts As you may have seen in the news today, HD Vest Investment ServicesSM, the broker/dealer I am affiliated with and who supports my office...
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