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Year-end tax planning – With the end of the calendar year fast approaching, Chris Boyd, Jeff Perry, and Russ Ball discuss strategic tax planning topics. Topics covered include, RMDs, charitable giving, tax-loss harvesting, IRA contributions, tax...
Year-end tax planning – With the end of the calendar year fast approaching, Chris Boyd,
Jeff Perry, and Russ Ball discuss strategic tax planning topics. Topics covered include,
RMDs, charitable giving, tax-loss harvesting, IRA contributions, tax deductions, and
long-term tax planning. For listeners who would like a complimentary 2024 Tax
Planning Checklist, they may contact Team AMR at the link below.
The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the link below: https://lnkd.in/ekcsvPaM
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
