Year-End Tax Planning for Smart Investors

Описание к видео Year-End Tax Planning for Smart Investors

Master year-end tax planning strategies for investors over 70.5! This video explores tax deductions, RMDs, Roth IRA conversions, and qualified charitable distributions, featuring expert Brian Summerfield. Simplify your finances and optimize your tax returns. #TaxPlanning #YearEndTaxes #RMD #RothIRA #TaxDeductions ##TaxPlanning ##YearEndTaxes ##FinancialPlanning ##RetirementPlanning ##TaxOptimization ##RMD ##RothIRAConversion ##QualifiedCharitableDistributions ##TaxTips ##FinancialLiteracy

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