Alan discusses good year-end tax strategies such as tax loss harvesting, Roth conversions, and QCDs. He also reminds to not lose money through lost Flexible Spending Account opportunities. The discussion then moves to how to plan for a longer retirement and good tax strategies in how you give.
Reach Alan at 479-935-9767.
Retirement Strategies Group of Northwest Arkansas
See omnystudio.com/listener for privacy information.
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