Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life.
Calendar year 2020 was unprecedented in nearly every aspect of our lives. The CARES Act eliminated RMD requirements for 2020, provided unique options for taking early IRA withdrawals, and created new government-backed funding sources for small businesses. A new administration has a set of fiscal priorities that diverge in many respects from the previous one. These changes have important implications to you as you think about your financial future. We are here to guide you.
Join us for a 1-hour webinar where we will answer questions related to your past, present, and future tax strategies, including:
Don’t miss out on this interactive webinar!
GET THE NEXT SUMMITRY POST IN YOUR INBOX:
MORE INSIGHTS AND RESOURCES
Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.
Advisor Group Manager