Wealth Vision 20/20 Podcast

Year End Planning

November 01, 2022 Craig Pluta Episode 30
Year End Planning
Wealth Vision 20/20 Podcast
More Info
Wealth Vision 20/20 Podcast
Year End Planning
Nov 01, 2022 Episode 30
Craig Pluta

Today’s episode is called “Year End Planning” where we discuss the upcoming end of year deadlines for IRA Required Minimum Distributions, Qualified Charitable Distributions and Roth Conversions, certain tax planning tips that may reduce your over all tax bill, and the most sizeable increase in Social Security since the 1980’s. and wait for it….no increase in Medicare premiums. With less than 60 days to go before we wrap of the year we’ll arm you with the information to make help good decisions.......Tune in as we discuss that and more. 

Show Notes

Today’s episode is called “Year End Planning” where we discuss the upcoming end of year deadlines for IRA Required Minimum Distributions, Qualified Charitable Distributions and Roth Conversions, certain tax planning tips that may reduce your over all tax bill, and the most sizeable increase in Social Security since the 1980’s. and wait for it….no increase in Medicare premiums. With less than 60 days to go before we wrap of the year we’ll arm you with the information to make help good decisions.......Tune in as we discuss that and more.