Archive.fm

America's Wealth Management Show

2020 Year-End Tax Planning

Broadcast on:
03 Dec 2020

Is anyone else ready to put 2020 in the rear-view mirror? Join Dean Barber, Bud Kasper, and JoAnn Huber as they discuss some essential year-end tax planning strategies that you need to know about. They cover RMDs, QCDs, Capital Gains, and other critical tax planning components. Read the transcript and find other resources mentioned in the episode here: https://barberfinancialgroup.com/2020-year-end-tax-planning-retirees/