Allocating Investments for a More Tax-Efficient Retirement
Are you considering the impact of taxes on your retirement? Learn how allocating investments across different account types and asset classes may add more tax-efficiency to your retirement income plan.
Senior Strategist, Investor Education, E*TRADE Securities LLC
Michael Cannizzaro, CRPC®, CRPS®, RICP® is a Senior Strategist of Investor Education with E*TRADE Securities LLC. Mike brings over 20 years of experience in the financial services industry with a concentrated focus on retirement planning, investing and savings. Mike conducts educational seminars for E*TRADE clients through monthly web-based presentations online, as well as at live regional events. His qualifications and perspective have been shaped by his previous work experiences as a Financial Advisor and in training and education roles. Mike holds licenses including: FINRA Series 24, 7, and 66.