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On the Money: Alpha Planning 101


Feb 11, 2022

  • Tax Cuts & Job Act Upcoming Expiration
  • Micro & Macro views of Taxation: looking in the past vs. looking in the future
  • Tax Diversification Planning and understanding the IRS’s “bucket structure”:
    • Income Taxable
    • Tax Deferred
    • Tax Free
  • Roth Conversions