Critical Tax Planning

Critical Tax Planning

January 10, 2024

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.


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