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Nifty Retirement Tools That May Not Be Around Forever

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanAugust 18, 2015

Below are three retirement savings loopholes that may be here today, gone tomorrow. Tomorrow of course being in 10 years when legislation manages to get passed in our gridlocked government.  Don’t panic, but just be aware that just because something is in the tax code today, doesn’t mean that it will be allowed forever. Back-door…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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