Utilizing Trusts to Reduce the Impact of Taxes: EDU #2028 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris are joined by our resident tax expert and CPA, Bob Palechek, as well as estate and tax planning attorney, Peter Scott to discuss the various ways in which trusts can be utilized to reduce the impact of taxes.

Further episodes of The Retirement and IRA Show

Further podcasts by Jim Saulnier, CFP® & Chris Stein, CFP®

Website of Jim Saulnier, CFP® & Chris Stein, CFP®