In this week’s Lifetime Income Series, Jim offers advice to professional golfer Phil Mickelson (with tongue firmly in cheek) in “Tax Planning for the Rich and Famous: Helping out Phil”. While Phil may not actually need the advice, there are likely many others in a similar situation who could benefit from tax planning. Also on this week’s program is Alison Farrin QPA, QKA, CPC, COO, of Innovative Pension Strategy & Design in San Diego. Alison discusses deferred compensation and defined benefit planning strategies.
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