Retirement, Financial, Tax Planning McKinney, Frisco, Allen, Plano, Prosper TX - 2 - Harman Rogowski

[phone] - www.mckinneytax.com/financial... and www.harmanrogowski.com/ -- This video is part 2 of a 45 minute presentation by Daniel Rogowski, a licensed financial advisor and partner of Harman Rogowski & Associates. He works with John Harman (also of John Harman CPA PLLC) to provide quality retirement planning, tax planning, and financial planning services for individuals, employees and plan participants. The company serves clients across Texas and the office is conveniently located to those who live or work in Allen, Celina, Fairview, Frisco, McKinney, Plano, Prosper and other Collin County Texas communities.
Part 1 of this presentation can be found here:
• Retirement, Financial,...
Part 3 of this presentation can be found here:
• Retirement, Financial,...
The company is located at:
1402 S. Custer Road
Suite 102
McKinney TX 75072
Latitude: 33.190083
Longitude: -96.733479
0:00 Emergency Fund for personal finances
0:45 Social security income and whether it is taxable
2:07 Standard deduction for taxes
2:50 RMD's
4:35 Tax-Free IRA RMD discussion
5:30 Trusts for estate planning
7:01 Case study
Here is more information about Daniel Rogowski and John Harman:
OUR MISSION
Looking at your entire financial life
Born from the merger of a tax and accounting firm and an independent registered investment advisory firm, Harman Rogowski clients get the best of both worlds under one roof. Our vision is simple: we believe people need someone they can trust to look at their entire financial life and provide advice. The antiquated model of receiving investment and tax advice from different parties is broken. During our process you sit with both a CPA and registered financial advisor who work together to optimize your financial life.
2013 - YEAR FOUNDED
Offering investment advisory since 2013, Tax & Accounting 2008 with 5,000+ clients served across Investment Advice, Financial Planning Tax & Accounting.
We are proud to have been featured in Texas Monthly, Wall Street Journal, and Fortune Magazine. Our clients have voted us the best financial advisor in McKinney (2019) and we were featured in Texas Monthly as a Five Star Wealth Manager award winner (2020).
Here is more about both Daniel and John:
www.wealthminder.com/financia...
reports.adviserinfo.sec.gov/r...
www.expertise.com/tx/mckinney...
www.bbb.org/us/tx/mckinney/pr...
investor.com/rias/harman-rogo...