Today we focus on Five Retirement Tax Planning Strategies:
- The Secure Act
- Roth Conversions
- Life insurance
- Charitable Tax Planning
- Required Minimum Distributions otherwise known as RMD’s
You can have Confidence for every financial decision!
- Watch us on our YouTube channel
- Find out more on our website at https://crystalclearfinances.com/
- Listen on the radio every Saturday at 10:00 AM and 4:00 PM on WJIV 101.9 FM.
- For a daily dose of inspiration and courage – Follow us on Instagram!
It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.