In today’s episode of WealthCare Minutes, we are going to talk about tax returns and documentation holding periods.
If you would like additional information, or have questions about this subject, attend our weekly Q&A sessions or connect with an education-based no-product-sales Personal Financial Advocate at WealthCareConnect.com.
The information, views, and opinions expressed on WealthCare Minutes podcasts are for general education and entertainment purposes only. No advice or recommendations are provided. You should consult with an appropriately licensed financial professional before making any financial decisions.