Timing is Everything! – Beginning of Year Financial Planning Strategies

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Timing is Everything! – Beginning of Year Financial Planning Strategies

January 29 @ 12:00 pm - 1:00 pm

Join us on Friday, January 29th at 12 PM, as Drew Tignanelli with be discussing the benefits of taking your Required Minimum Distribution at the beginning of a year, as well as making Qualified Charitable Distributions early in the year. He will also be discussing the benefits of Roth Conversions and what factors you and your advisor should be considering.

Details

Date:
January 29
Time:
12:00 pm - 1:00 pm
Register:
https://zoom.us/webinar/register/WN_JH3p1R1cT8WsVW_xwryQcg