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Creating Your Tax Game Plan for 2024 and Beyond In-Person
Understanding how taxes impact you now and in retirement is essential. This program covers strategies for Required Minimum Distributions, Roth conversions, comparing Roth IRAs to Traditional IRAs, and an overview of Social Security and Medicare.
Presented by Greg Crothers, a Financial Advisor with Wealth & Income Solutions. Mr. Crothers advises business owners, young professionals, families, pre‐retirees, and retirees with investment opportunities, risk management, business succession, and financial planning.