This broadcaster has 112 show archives available on-demand.
Keep up-to-date with this broadcaster on social media and their website.
March 4, 2023 10:00 am
If you don't have a tax plan, you don't have a retirement plan. In retirement, you not only want to maximize your income, but you also want to minimize your tax bill. In this video, Peter Richon with Richon Planning and Erin Kennedy break down three strategies that will help you keep more money in your pocket, including:
To talk through these strategies to see if they're right for you, please feel free to reach out to Peter, who can run a detailed analysis, specific to your unique financial goals, by calling (919) 801-7131 or by setting up a meeting at www.RichonPlanning.com
#taxrate #RothConversions #qcds #taxes #HSA #retirement #wealthmanagement