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Thanks for listening to the Wealth Advocates Podcast.
If you'd like to schedule a free consultation, you can click here:
https://calendly.com/wealth-advocates
🎬TIME STAMPS🎬
1:30 Tax brackets
2:45 Capital Gains tax
5:15 Retirement contribution limits
8:00 Annual exclusion gifts
12:00 Required minimum distributions
15:40 529 plan conversions
18:50 Roth conversion benefits
20:20 Charitable contributions
Patrick Jenkins Information:
[email protected]
John Mickelson Information:
[email protected]
www.wealth-advocates.com
By Wealth AdvocatesThanks for listening to the Wealth Advocates Podcast.
If you'd like to schedule a free consultation, you can click here:
https://calendly.com/wealth-advocates
🎬TIME STAMPS🎬
1:30 Tax brackets
2:45 Capital Gains tax
5:15 Retirement contribution limits
8:00 Annual exclusion gifts
12:00 Required minimum distributions
15:40 529 plan conversions
18:50 Roth conversion benefits
20:20 Charitable contributions
Patrick Jenkins Information:
[email protected]
John Mickelson Information:
[email protected]
www.wealth-advocates.com