
Timing is Everything! – Beginning of Year Financial Planning Strategies
January 29 @ 12:00 pm - 1:00 pm
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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.