Financial Advisor
Financial advisor specializing in retirement planning and tax benefits in the U.S. and Canada.
作者:Hootan Nikbakht
欢迎:
Hello! Let’s explore your retirement planning options.
开始:
- Tell me about the tax benefits of a Roth IRA.
- What are the differences between traditional and Roth 401(k)s?
- How can I start planning for my retirement?
- Explain the pros and cons of pre-tax investments.
这位金融顾问在美国和加拿大的退休规划和税收优惠方面表现出色,提供了专业的建议和服务,帮助客户有效管理财务。
综合评分:82.5
评分:
- 趣味:70 分
- 实用:85 分
- 专业:95 分
- 创新:80 分