Taxability Diversification

Today’s show features host, LadyLawyerLive - Attorney Cynthia Rignanese, plus a founder of Aventail Wealth Management Brian Ulch.

    Where to start when planning your money management?
    What 'team' do you need to have to assist with the process?

Cynthia Rignanese is an estate planning attorney whose practice is in Winter Haven & Tampa, Florida. She has clients from around the world. She has 28 years experience as a lawyer dedicated to helping families plan to pass funds from one generation to the next with the least hassle and expense!
                                
Brian Ulch has 20 years experience as a Portfolio Manager. Brian co-founded Aventail Wealth Management with Carol Shira with the goal to develop a wealth management firm and process to take a holistic approach to money management and deliver solutions of value to multiple generations.

This is a LIVE, CALL IN SHOW!

By diversifying the types of accounts you hold, you can manage future distributions so that you do not create a huge tax bill for your time of retirement! We will talk about SEVEN income sources. Call with your questions on income sources such as muni bonds, IRAs and Social Security.

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