TEASE

Marty covers vital moves to consider before the end of the year including tax loss harvesting, Roth conversations, Qualified Charitable Distributions, RMD strategies, and not losing out on Flexible Spending Accounts.  He also lays out the facts on longevity and how to remove the risk from “longevity risk.”  The discussion then moves to strategic giving at the end of the year.

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

Marty covers vital moves to consider before the end of the year including tax loss harvesting, Roth conversations, Qualified Charitable Distributions, RMD strategies, and not losing out on Flexible Spending Accounts.&nbsp; He also lays out the facts on longevity and how to remove the risk from &ldquo;longevity risk.&rdquo;&nbsp; The discussion then moves to strategic giving at the end of the year.
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>
<a href="https://www.smartmoneysolutionsmn.com">www.smartmoneysolutionsmn.com</a>
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Our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate planning, to financial and tax plans, and everything in between. Our objective at the Financial Safari is to put you in a position of strength to make your life comfortable and worry free!

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