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RMD’s and things to remember – Just back from the Ed Slott conference in San Diego, Chris Boyd shares a variety of tax and financial planning topics with co-host Jeff Perry. The conversation begins with brief commentary on the upcoming elections....
RMD’s and things to remember – Just back from the Ed Slott conference in San Diego,
Chris Boyd shares a variety of tax and financial planning topics with co-host Jeff Perry.
The conversation begins with brief commentary on the upcoming elections. Next Chris
shares detailed lessons about Required Minimum Distributions. The dialogue transitions
to items to consider before the end of the year, including retirement contributions, Roth
conversions, charitable giving and QCD’s.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
