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.

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