Ed offers good tax strategies to consider to get a better grip on your tax bill.  He talks about connecting taxation with outflow as well as income, spending down traditional IRAs, Social Security claiming strategies, and Roth conversions and contributions.  Continuing with the tax theme, Ed runs through an end-of-year tax checklist to maximize your tax refund in 2023.  He then moves into spending habits to avoid in retirement so as not to bust that retirement spending plan.

You can reach Ed Storer and the team by calling 800-563-7030.

The Wealth Training Academy

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