Rob Burnette, investment adviser representative and professional tax preparer at Outlook Financial Center in Troy, Ohio, tells clients to make the state they spend more than half their time living in the state they want as their domicile.
Rob Burnette, financial advisor and professional tax preparer at Outlook Financial Center, also uses FIAs, considering it a conservative way to create growth while protecting downside.
Rob Burnette of Outlook Financial Center discusses financial resolutions for 2024.
You might also consider converting a traditional IRA to a Roth IRA before 2025, adds Rob Burnette, investment advisor representative at Outlook Financial Center.
Rob Burnette of Outlook Financial Center discusses getting your finances in order in 2024 on WHIO-TV.
“We use this rule every day,” says Rob Burnette, a CEO and investment advisor representative with Outlook Financial Center.