(720) 962-6700

Join Wambolt Wealth News

(720) 962-6700

Join Wambolt Wealth News

Tag

Stacking Plans
The Tax Cuts and Jobs Act (TCJA) changed tax deductions, making defined contribution retirement plans, such as 401(k) plans and pensions, more appealing for small businesses, entrepreneurs and certain taxpayers with earnings too high to benefit from the new qualified business income (QBI) deductions. But defined benefit plans come with qualifiers that can reduce benefits...

WE’RE GLAD YOU’RE HERE!


Greg Wambolt and the entire Wambolt team employ a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof.

Meet the Team…

Working Hours:
Monday – Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 4:00 PM