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174. Tax Strategies Made Simple

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/4ageQtz Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B The IRS tax code is more than 6,000 pages – it would take more than 9 days to read! While the laws may be complicated, the strategies don’t have to be. We make taxes simple by discussing the strategies that pertain to you and retirement. We break down tax loss harvesting, Roth conversions, Net Unrealized Appreciation…

The skinny

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