Margie was recently interviewed by Healthplans.com for an article they published on the 5 Top Causes of Bankruptcy. Here is the article.
|• Tax Efficient Investment Strategies||• Alternative Investments|
|• Pension Election/Rollover/Buyout Planning||• 401(k) Rollovers, IRA's, Roth's|
|• Social Security Planning||• Retirement Planning|
|• Transfer Wealth Strategies||• Tax Free Income Strategies|