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Ctw4p  Form

Ctw4p Form

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Instructions and help about ct tax form ct w4p

welcome back this is episode 168 the merger of TD Ameritrade brokerage and Charles Schwab brokerage otherwise known as Schwab has been completed and in this episode I want to share my view of how the merger went and also share with you some issues that we've been finding when clients have been finding since this merger so if you're new to the show my goal is to teach you how to save for retirement how to plan for retirement and how to pay less taxes in retirement and if you want more help on how to do all this then consider taking my comprehensive retirement planning course called retirement Readiness review and it's an online course where I will walk you through all the steps involved in planning and managing your own perfect retirement to find out more about that head over to retirewithryan.com forward slash on demand to learn more so as I mentioned earlier the merger between TD Ameritrade and Charles Schwab was completed over Labor Day weekend of 2023 just a

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