Jim Brandenburg was quoted in a Financial Advisor article to discuss how states tax distributions from qualified retirement plans.
Jim, CPA, MST, has extensive experience and knowledge in corporate and partnership tax law, mergers and acquisitions, and tax legislation. His expertise includes working with owners of closely held businesses to identify tax planning opportunities and assist them in implementing these strategies.
Read the article here: Avoiding Retirement Withdrawal Taxes can be Tricky, Advisors Say