As we approach the end of the year, we head into crunch time for tax planning.
In this episode, Jeremy Finger, CFP®, shares some of the best methods to approach tax planning as well as some of the industry’s best kept secrets about taxes.
- A tax-efficient approach to quantified charitable distributions
- Navigating the retirement tax valley as a retiree
- Keeping your beneficiaries in order throughout the financial planning process
- 529 plans and the different ways it can be implemented
- And more