StrategIQ Perspectives - Tax Diversification: Tax Qualified Tax Deferred
Watch the latest episode of StrategIQ Perspectives featuring Michael A. Jankowske, Vice President of Estate and Charitable Planning at StrategIQ Financial Group, LLC, and Rebecca Wallenfelsz, Partner at Chapman and Cutler LLP. In this episode, Mike and Rebecca take a deep dive into the first bucket of tax diversification, which is tax-qualified, tax-deferred. They will define what it is and provide some general ideas as planning professionals on how it works with other tax diversification buckets and as part of an overall financial plan and lifetime tax-saving strategies.
StrategIQ Financial Group, LLC is a nationwide wealth management company for high-net-worth individuals and their families, business owners, and executives. We take a holistic approach to wealth management, dealing with all aspects of a client's wealth, including investments, taxes, estate planning, charitable trust services, and more.
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Music Credit:
Song: DayFox & MusicbyAden - Poolside
Music provided by Vlog No Copyright Music
Creative Commons - Attribution-ShareAlike 3.0 Unported
Video Link: https://youtu.be/XIX1q0-Rndg
Video Clip Credits:
Workshop: Video by Kevin Yau from Pexels
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Stock Market Analysis: Video by Tima Miroshnichenko from Pexels
