Did you know that fall is the right time to start thinking about the incoming year-end tax planning season?
Join this episode of Your Retirement Solution as Jim Black highlights not only the tax planning to-do’s, but also the two possible outcomes of year-end planning: You either pay or save in taxes.
In this episode, you will learn:
- Why it’s important to review your stocks, especially in 2020
- How to do a Roth conversion, and what are the benefits of opening a Roth account
- Using the CARES Act as a tool to do 401K, IRA, and Roth rollovers
- Why you don’t need to take a Required Minimum Distribution (RMD) in 2020
- And more!
As year-end is right around the corner, tune in as Jim explains the different things you can do with that extra cash saved during the COVID-19 restrictions!
Resources: The Retirement Solution
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