When it comes to saving money, there are so many options available to you, it can be overwhelming to get started. Why not start utilizing investment vehicles to accomplish what is important to you?

In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano answer individuals’ commonly asked questions about saving for retirement. They discuss the four buckets of tax planning to help you be diversified by using different investment vehicles.

In this episode you will learn:

  • The types of accounts available to help you start saving money
  • What you can do to save on taxes now and how to avoid a big tax bill later
  • If you can participate in or switch from different accounts
  • What buckets will help you save money for your kids to go to college
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano to learn more about the investment vehicles individuals can start taking advantage of!

Here is the link to the episode:

Episode 8 – Individuals’ Commonly Asked Tax Questions, Answered – Part 1

Resources: Feliciano Financial Group: (903) 533-8585 

Download the whitepaper here:

Tax Strategies for Retirement: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:0fc826db-37d3-460e-87dd-dddc3ba4abe1



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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

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