All Episodes

January 10, 2024 10 mins

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!

Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC
The Nikki Glaser Podcast

The Nikki Glaser Podcast

Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.