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Securing Your Tomorrow: Insights on Retirement Investments with Financial Advisor Matt Hale Pt.2
Manage episode 399621086 series 3425336
Вміст надано Adkins & Reynolds, CPAs, PLLC and PLLC. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Adkins & Reynolds, CPAs, PLLC and PLLC або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode, Jay and Chris their continue conversation with special guest Matt Hale, Financial Advisor at Truist Investment Services. Matt breaks down individual retirement plans like traditional IRAs, Roth IRAs, and 529 college plans. Plus, he shares some success stories from clients who've benefited from working with both a financial advisor and a CPA. Tune in for straightforward insights into financial planning and real-life success stories!
Matt Hale, Financial Advisor, Truist Investment Services
304-357-6521
matthew.hale@truist.com
Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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