Complete Retirement Education. Every week.
Oct. 9, 2021

Tax Advisors VS. Tax Preparers

Matt Goolsby is joined by financial advisor Larry Kloefkorn to discuss the impact social security could have on people born in 1960, and then they’re joined by lead CPA of Market Tax Services, Joshua Cicora to compare and contrast tax advisors and tax preparers. Afterwards, Matt and Larry examine Variable annuities in the Find the Fees segment. Matt is then joined by Bill Vawter, of Market Medicare Advisors to