ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Year-End Planning Recommendations for Retirees (Ep. 98)"
Episode Synopsis
If you still haven’t started your year-end planning yet, now is the time to start. Planning will help you keep more money in your pocket and less in the government’s pocket.
In this episode, Larry Heller shares year-end planning recommendations for retirees so you don’t miss any of these timely planning opportunities.
Larry discusses:
Why retirees need to take their acquired minimum distributions
Ways you can save money from taxes
Roth conversion and cash flow planning strategies
Charitable contribution planning strategies
And more
Connect With Larry Heller:
Email Larry
(631) 293-2806
Heller Wealth Management
In this episode, Larry Heller shares year-end planning recommendations for retirees so you don’t miss any of these timely planning opportunities.
Larry discusses:
Why retirees need to take their acquired minimum distributions
Ways you can save money from taxes
Roth conversion and cash flow planning strategies
Charitable contribution planning strategies
And more
Connect With Larry Heller:
Email Larry
(631) 293-2806
Heller Wealth Management
In God we trust