Being in the heart of income tax time, Chris Boyd, Jeff Perry, and Russ Ball
remind listeners of key upcoming filing dates and related retirement account contribution
limits. Jeff and Russ discuss the differences between traditional IRAs and Roth IRAs.
Chris explains the use of a "back door" Roth IRA and Roth conversions. Chris also
advises listeners how 1099's work with Qualified Charitable Distributions (QCDs).
Chris ends the episode with an offer for a complimentary Finance Fact Sheet to anyone
who emails the show.
For more information or to reach Chris Boyd or Jeff Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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