Dr. Harold Wong's Book

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Email Susan at susan@drharoldwong.com

Or Call Susan at 602-828-1177

Other Resources

Retirees: RMD Formula Changing for First Time in Decades. By Patrick Villanova, CRPF

For the first time in 20 years, the Internal Revenue Service has updated its actuarial tables that dictate how much a person is required to withdraw from his or her retirement accounts starting at age 72. The new tables, which now project longer lifespans, are used to calculate RMDs from individual retirement accounts, 401(k)s and other retirement savings vehicles each year. For help with planning out RMDs and meeting your retirement income needs, consider working with a financial advisor.

 

Read the Article Online

Paul Leatham

"Dr. Wong gives a straight forward presentation to maximize investment earnings by placing money into tax savings investments outside of the stock market. I learned several investment strategies I had never heard before covering what may be in the best interest of the investor instead of the financial firms ..."

 

DDS Paul Leatham

Ambassador at the 2017 Western Regional Dental Conference

Danette Earnest Keller

"I would be interested and excited to invite my clients to hear about his tax strategies and feel that this would be an added value we would be able to offer our clients."

 

Danette Earnest Keller

Williams Real Estate Broker

Stephanie Gonzalez

"He is engaging, funny, articulate and left our audience members wanting more information and insight. He truly understood our audience and quickly gained supporters ..."

 

Stephanie Gonzalez

Program Chair, Realty Executives, Phoenix AZ

Les Taylor

"I am writing this testimonial letter to applaud the competency and expertise of Dr. Harold Wong. As the former Assistant Police Chief of Tempe, AZ, I appreciate someone who is honest as well as competent. I have known Dr. Wong for many years as we see each other most months at the meetings of the National Speakers Association, AZ Chapter."

 

Les Taylor

President/CEO of Achievement Solutions, LLC and Retired Assistant Police Chief of Tempe, AZ

Office Address

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Chandler, Arizona 85226

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