Preview Mode Links will not work in preview mode

Nov 29, 2019

Fact or Myth: Will I have to contribute to my retirement IRA by end of the year in order to get my tax benefits? On this episode Jake teaches you an important method called “Creative Tax Planning.” 

Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!

Follow Jake on Twitter and Facebook @jakestwocents

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346