The Wealth Advocates Podcast

Proactive Tax Planning


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🎬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

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The Wealth Advocates PodcastBy Wealth Advocates