Gary Byron interviews Mark Pappa, CIO-IAR of Financial Resource Group, LLC, on strategies to help high net worth clients and business owners reduce their taxable income to pay less in taxes.
Gary Byron from WDRC Talk of Connecticut interviews Mark on ways to maximize your Social Security income. Mark also discusses the Institute of Untaxable Wealth, highlighting the ways he helps retirees minimize their tax bills.
Mark talks with Gary Byron of WDRC to help people avoid being scammed and opens the conversation on income planning using the 12 different withdrawal strategies to give them the most income, lower their chance of running out of money, and pay less in taxes.