Tax Planning in the Early Retirement Phase of Life with Sean Mullaney, CPA | Hawaii Retirement Show

Full Episode:    • Talking Tax Planning with Sean Mullaney, C...  

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*The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Jason and the Hawaii Retirement Show do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

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Jason Cutitta, CFP® - Financial Advisor– ToBA Financial LLC https://www.tobawealth.com
Investment Advisory Services are offered through ToBA Financial LLC, a Registered Investment Adviser offering advisory services in the State of Hawaii and in other jurisdictions where exempt from registration.

Disclaimer: The opinions and statements presented on this show are for general information only and are not intended to provide specific advice or recommendations. Never make any investment or financial decisions based on information offered on this show without first consulting your financial, legal, or tax advisor. All economic and performance information mentioned on the show is historical in nature and is not indicative of any future results. All indices mentioned on the show are unmanaged and cannot be invested in directly. All information is believed to be from reliable sources however we make no representation as to its completeness or accuracy. Lastly, all opinions expressed by Jason Cutitta, CFP® and any guests on the show are solely their own opinions and do not reflect the opinions of or are endorsed by Toba Financial.

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