Welcome to this week's episode of Wisdom and Wealth where  our calling is to enable you to fulfill your own! This week I remind listeners why you want to keep your eye on your potential RMD's in the future from your qualified accounts. Forecasting your future tax burden is another crucial part of tax planning!  Please like and rate this show and feel free to pass on your thoughts and also subscribe to my Wisdom and Wealth Newsletter.

As always we are wishing you continued Truth, Beauty and Goodness on the road ahead. 

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JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
[email protected]

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

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