Feeling Lost, What's the Next Step?
Jill on Money with Jill Schlesinger
00:00
Navigating Wealth Management for Immigrant Families
This chapter focuses on the financial planning needs of a couple with significant assets, emphasizing the importance of finding a financial planner to tailor strategies for managing their wealth and retirement accounts. Key topics include efficient wealth withdrawal, tax liabilities, and the necessity of comparing advisors to align decisions with long-term family goals.
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