End-of-the-Year Reminders and Tax-Planning Strategies
ONLINEIt’s time to start thinking about tax planning and end-of-the-year best practices for self-directed IRAs! Join us for an overview on Required Minimum Distributions, key tax-planning strategies related to retirement plan contributions and Roth conversions, and why it is important to complete your Fair Market Valuations and review your designation of beneficiary form.REGISTER