Key Takeaways:
Chapters:
Timestamp Summary
0:00:45 Allison Reif Martin mentions the March 15 deadline for filing tax returns
0:01:27 Discuss the importance of tax planning for retirement
0:02:51 Encourages monthly contributions to retirement plans
0:04:07 Emphasizes the importance of retirement planning
0:05:19 Philip asks about deferred comp plans
0:05:47 Allison expresses support for deferred comp plans
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Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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