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5 Critical Year-End Tax Deadlines for Retirees

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Manage episode 444093053 series 2484320
Content provided by Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Understanding deadlines for RMDs, Roth conversions, and charitable giving can help retirees optimize their tax planning.

Today's Stocks & Topics: P.E. Ratio Calculation, NAC - Nuveen California Quality Municipal Income Fund, OXY - Occidental Petroleum Corp., VST - Vistra Corp., 5 Critical Year-End Tax Deadlines for Retirees, Railroad Stocks, CTAS - Cintas Corp., Economic Growth, HLX - Helix Energy Solutions Group Inc., Presidential Candidates and the Deficit.


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  continue reading

1688 episoade

Artwork
iconDistribuie
 
Manage episode 444093053 series 2484320
Content provided by Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Understanding deadlines for RMDs, Roth conversions, and charitable giving can help retirees optimize their tax planning.

Today's Stocks & Topics: P.E. Ratio Calculation, NAC - Nuveen California Quality Municipal Income Fund, OXY - Occidental Petroleum Corp., VST - Vistra Corp., 5 Critical Year-End Tax Deadlines for Retirees, Railroad Stocks, CTAS - Cintas Corp., Economic Growth, HLX - Helix Energy Solutions Group Inc., Presidential Candidates and the Deficit.


Our Sponsors:
* Check out PrizePicks: https://prizepicks.onelink.me/LME0/INVEST
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

1688 episoade

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