Tax Tips in 10: Year-End Tax Planning 3 Strategies to Consider

Tax Tips in 10 or Less Ep. 46

Education Center: https://bit.ly/48lVsfJ 

Meet with Us: https://bit.ly/484nuNL 

Retirement Checklist: https://bit.ly/4p048iJ 

Tax Reduction Strategies: https://bit.ly/4okyifA 

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1  

What is a QCD? Qualified Charitable Distributions
https://youtu.be/vpdl1ZUlcNc?si=_TBI7CboNi9bFMtc 

7 Reasons NOT to Convert to a ROTH IRA
https://youtu.be/ajbi8hkakn4?si=HJultk0gJRDwG_Oy 

Making the Most of Catch-Up Contributions
https://youtu.be/ng129TKYiEQ?si=8Dste3S8NeuUcyKG 

What are the Rules for RMDs on Inherited IRAs?
https://youtu.be/43TvJ4lkyMk?si=5xd8tSHXzIibmA5M 

Mega Backdoor Roth Strategy
https://youtu.be/eEKbnn8svQ8?si=EDoDAlFGKFQm9goO 

Sources:
Annual QCD Limits for 2025 (IRS)
 https://www.irs.gov/newsroom/give-more-tax-free-eligible-ira-owners-can-donate-up-to-105000-to-charity-in-2024 

#TaxTips #Income #Tax Planning  _______________________________________________________________

Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.