Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Providence Financial & Insurance Services, Inc. and Sound Income Strategies, LLC are not associated entities.
6320 Canoga Avenue, Suite 600
Woodland Hills, CA 91367
IRA rollover or distribution mistakes are always costly. This week’s show presents a few case studies of actual clients and how we helped them avoid steep penalties and higher tax payments.