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ACP President Chris Wentzien interviewed in ThinkAdvisor article, "Finding Big Tax Savings in the 'Bridge Years' Between Retirement and RMDs"

By #ACP ACP posted 04-09-2020 10:23 AM

  
ACP President Chris Wentzien was profiled by Jane Wollman Rusoff in this ThinkAdvisor article, "Finding Big Tax Savings in the 'Bridge Years' Between Retirement and RMDs." During the pandemic, Wenzien, a CPA and long-time member of the Alliance of Comprehensive Planners, hasn’t changed his approach to planning for clients in the bridge years. He had already advised them to keep emergency cash reserves and a guaranteed income stream built out at least five years.
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