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Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA.
The Road to the 0% Tax Bracket: A Real Client Success Story
Re-Engineering Your Finances Podcast
13 minutes 2 seconds
10 months ago
The Road to the 0% Tax Bracket: A Real Client Success Story
We get a great story on today’s episode about how Charles helped a recent client achieve the goal of the zero percent tax bracket. Find out how it happened and how you might be able to achieve this goal by listening to this episode!
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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Re-Engineering Your Finances Podcast
Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA.