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It's Not Too Early to Start 2024 Tax Planning
Best Practices March 14, 2024 at 04:40 PM
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What You Need To Know
- A good first step is to assess clients' likely tax situations and what, if anything, will be different from 2023.
- In many cases, tax and financial planning for the current year can affect future years.
- Consider taking steps now to reduce future RMDs, such as making a Roth conversion, buying a QLAC or taking a QCD.
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