For those in poor health who face potential estate taxes and have a large IRA, a popular tax strategy is …read more
Source:: Nerd’s Eye View
For those in poor health who face potential estate taxes and have a large IRA, a popular tax strategy is …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.