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Are you taking the right steps to help reduce your tax exposure?
With the end of the year quickly approaching, it’s an ideal time to explore ways to reduce your tax exposure for this year — and possibly into the future. Some examples include:
- Contributing more to your retirement plan accounts
- Evaluating the different distribution options for your IRAs and/or qualified plans.
- Funding a Roth IRA or completing a Roth IRA conversion
Learn more about these tax-reduction strategies and others and then let’s meet to discuss your personal situation.
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September is Life Insurance Awareness Month
It’s a fact — your family is important to you. And, having a basic understanding of life insurance can help you protect them. For example, did you know there are various types of life insurance, each one providing protection in a different way?
Learn about the different types — and other facts of life — in this simplified overview. Meet with a CERTIFIED FINANCIAL PLANNER to go over any questions you may have and to discuss how life insurance can help meet your specific needs.