Today’s episode is called “Year End Planning” where we discuss the upcoming end of year deadlines for IRAs, Required Minimum Distributions, Qualified Charitable Distributions and Roth Conversions, certain tax planning tips that may reduce your over all tax bill, and an increase in Social Security. With less than 30 days to go before we wrap of the year we’ll arm you with the information to give you a jump start on 2024.
Andrea Carroll joins me as we discuss that and more
Today’s episode is called “Year End Planning” where we discuss the upcoming end of year deadlines for IRAs, Required Minimum Distributions, Qualified Charitable Distributions and Roth Conversions, certain tax planning tips that may reduce your over all tax bill, and an increase in Social Security. With less than 30 days to go before we wrap of the year we’ll arm you with the information to give you a jump start on 2024.
Andrea Carroll joins me as we discuss that and more