<ul> <li>Tax Cuts & Job Act Upcoming Expiration</li> <li>Micro & Macro views of Taxation: looking in the past vs. looking in the future</li> <li>Tax Diversification Planning and understanding the IRS’s “bucket structure”:</li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>Income Taxable</li> <li>Tax Deferred</li> <li>Tax Free</li> </ul> </li> </ul> <ul> <li>Roth Conversions</li> </ul>

Tax Cuts & Job Act Upcoming Expiration Micro & Macro views of Taxation: looking in the past vs. looking in the future Tax Diversification Planning and understanding the IRS’s “bucket structure”: Income Taxable Tax Deferred Tax Free Roth Conversions

<ul> <li>Tax Cuts &amp; Job Act Upcoming Expiration</li> <li>Micro &amp; Macro views of Taxation: looking in the past vs. looking in the future</li> <li>Tax Diversification Planning and understanding the IRS’s “bucket structure”:</li> </ul> <ul> <li> <ul> <li>Income Taxable</li> <li>Tax Deferred</li> <li>Tax Free</li> </ul> </li> </ul> <ul> <li>Roth Conversions</li> </ul>

Episode 11: Step 3 – Tax Planning

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM and KFS are not affiliated with MAS.

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Episode 11: Step 3 – Tax Planning

Episode 11: Step 3 – Tax Planning