Educating Edison- Tax Diversification

  Рет қаралды 60

Guardian Financial Partners

Guardian Financial Partners

Күн бұрын

Many people often focus on diversifying their investments, however in this month's Educating Edison video, Casey Bartels, CFP® shares insights on diversifying your tax exposure for retirement. He discusses the three types of retirement savings you might have and the tax implications of each one.
Educating Edison is our monthly video series aimed at helping Southern California Edison employees better navigate their financial lives.
If you have questions, please contact Casey at Cbartels@guardianfinancialpartners.com

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