Certified Exit Planning Advisor | Inspiring Business Owners to Achieve Their Life's Ambitions
Hello Friends! ⛳️ Our third episode of Wealth and Wedges is here, and it’s packed with important year-end financial planning tips! 🎥💼 In this episode, we hit the course to chat about: Required Minimum Distributions (RMDs): What they are and why you can’t miss them. Qualified Charitable Distributions (QCDs): A tax-savvy way to give back this holiday season. 🎁 Retirement Account Contributions: Deadlines and strategies to maximize your savings. And much more to help you finish the year strong! Check it out here below and let us know what you think! Whether you’re preparing for retirement, planning your giving, or just want to stay ahead of the game, we’ve got you covered. #WealthAndWedges #YearEndPlanning #RMDs #QCDs #RetirementSavings #FinancialTips
