This broadcaster has 144 podcast archives available on-demand.
Keep up-to-date with this broadcaster on social media and their website.
October 17, 2023 10:30 am
The end of the year is a great time to start thinking about your taxes for the upcoming year. That's why Peter with Richon Planning and Erin Kennedy are sharing 4 tax saving tips you can do now, to help you get on track for 2024.
If you have any questions about Roth Conversions, or if you'd like to talk through specific tax efficient investments, including Health Savings Accounts, 529s, or Qualified Charitable Distributions, please reach out to Peter by calling (919) 300-5886 or visit www.RichonPlanning.com
#RothTober #TaxTips #WealthManagement #YearEnd