Mark joins WDRC Talk of Connecticut radio host Gary Byron.
Ways to save on taxes: weighing Roth against traditional contributions, filing a gift tax return, the 20% deduction on business profits, and setting up your own 401(k) as a business owner. Then manager tenure: why Mark checks how long a fund's managers have been in place, and whether each holding pays you enough for the risk it adds.
The opinions expressed during this program are those of Mark Pappa personally and do not necessarily reflect the views or positions of Financial Resources Group, LLC. All investments involve risk, including the possible loss of principal. Nothing discussed on this program constitutes an offer to buy or sell any security or investment product. Past performance is not indicative of future results. Financial Resources Group, LLC is a registered investment advisor. Always consult with a qualified financial professional before making any investment decisions.