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Alan discusses good year-end tax strategies such as tax loss harvesting, Roth conversions, and QCDs.  He also reminds to not lose money through lost Flexible Spending Account opportunities.  The discussion then moves to how to plan for a longer retirement and good tax strategies in how you give.

 Reach Alan at 479-935-9767.

Retirement Strategies Group of Northwest Arkansas

www.alankifer.com

 

Alan discusses good year-end tax strategies such as tax loss harvesting, Roth conversions, and QCDs.&nbsp; He also reminds to not lose money through lost Flexible Spending Account opportunities.&nbsp; The discussion then moves to how to plan for a longer retirement and good tax strategies in how you give.
&nbsp;Reach Alan at 479-935-9767.
<a href="https://financialfreedomnwa.com">Retirement Strategies Group of Northwest Arkansas</a>
<a href="https://www.alankifer.com">www.alankifer.com</a>
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Alan Cantrell of Retirement Strategies Group and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

To have your own questions answered, call or text 479-935-9767

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Retirement Strategies Group, LLC.  Retirement Strategies Group, LLC is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

Alan Cantrell of Retirement Strategies Group and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
To have your own questions answered, call or text 479-935-9767<a href="https://freedomdaysolutions.com"></a>
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Retirement Strategies Group, LLC.  Retirement Strategies Group, LLC is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

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