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RetireU – Tax Planning Strategies

February 14, 2024 @ 10:00 am - 11:00 am CST

Know the Rules – Deductions, Dividends and Dependents  —  Keeping Accurate Records – Save, Shred, or Recycle  —  What are Required Minimum Distributions – SECURE ACT  —  Tax Deferred Programs – The Ins and Outs  —  Tax Planning Strategies  —  Year End Planning Checklist  —  The Future?

Details

Venue

  • In Person – Upstairs Training Room

Organizer

  • Financial Wellness Done Right