Want to Pay Less?

If you want to reduce the amount you pay the IRS in 2024, there are several things you can do before the year is up to reduce your tax burden. If you wait until it's time to file next April, your deduction options are severely limited.
Listeners ask us:

If I convert one IRA to a Roth, must I convert them all?

How do you choose between financial advisors with widely divergent strategies?

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