Advertising Prioritization Profit and Loss Tax Planning 
CFO News Room
DECEMBER 26, 2022
He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected]. Read More +.
CFO News Room
DECEMBER 28, 2022
Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. Example 2 : Alice is a 55-year-old advertising executive earning wages of $200,000 per year. a Roth account in a 401(k) plan).
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