Critical tax planning is an important part of retirement planning! QCD’s and Roth Conversions are some easy strategies to use. We’ll talk about those and a couple of other strategies that could help you keep a lot more of your money in your pocket and not send it to the IRS!
Here Are Just a Handful of the Things That We'll Discuss:
- What are the rules for QCD's.
- Roth Conversions and how they can play a part in your plan.
- More tax saving strategies for different situations.