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In this free webinar, Peak Retirement Planning Founder and CEO Joe Schmitz shares everything you need to know about 2024 end of year tax planning. He answers questions like "What are the 2024 tax rates?" and "What are the pros and cons of doing a Roth conversion?", all while sharing facts, explaining charts, and telling stories.
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Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.