Prashil Bhatt Email & Phone Number

Philadelphia, PA, US

Pa Malvern 19355

• Proficiently handled retirement planning and provide expert guidance on tax-related matters, specifically focusing on tax forms 1099R,8606,5498, and 5329
• Guided clients on the process of excess removals and recharacterizations while providing a clear explanation on how these actions will impact their taxes
• Expertly guided clients through the intricacies of the backdoor Roth IRA conversion strategy, including a comprehensive understanding of the pro rata rule
• Evaluated client qualifications for early distributions under the 72(t) exception such as substantially equal periodic payments (SEPP), disability, and qualified medical expenses, while taking into account the specific.
• Provided an in-depth explanation on the management on Inherited Ira’s, including the various distribution rules such as the 5-year rule, 10-year rule, and remaining life distribution
• Guided the beneficiary of the Ira on whether assuming or inheriting would be in their best interest if and only if they were the spouse of the original owner and were married filing jointly upon the time of passing

Malvern, Pennsylvania, United States

Assisting clients with their future financial expenses by adequately planning for retirement needs today.

Malvern, Pennsylvania

• Analyze clients cash flow, budget, and long-term financial projections to recommend the most suitable life insurance policy type, considering factors such as affordability, coverage duration, cash value accumulation.
• Provided personalized guidance on selecting riders or additional policy features that complement the chosen life insurance policy type, tailoring coverage to address specific concerns or potential risk

Galloway, NJ

Managed and ensured customer service was optimal while instructing new employees on their duties.

Atlantic City International Airport

Managed par levels while handling invoices on a day to day basis.