tax planning Archives - Page 2 of 4 - Lifetime Wealth Design

October 18, 2021 By Kevin Roberts, CPA CFP(R)

When Does a Roth Conversion Make Sense?

https://www.youtube.com/watch?v=QgazMHiwI04&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=11&ab_channel=LifetimeWealthDesign …

October 5, 2021 By Kevin Roberts, CPA CFP(R)

How Do You Create a Simple Retirement Income Plan?

https://www.youtube.com/watch?v=KNeiAW22Lzk&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=10 Tax efficient investing involves …

September 22, 2021 By Kevin Roberts, CPA CFP(R)

Why is Laddering a Smart Strategy For Your Finances?

https://www.youtube.com/watch?v=wefolQIxwik&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=36 Here's how laddering works. This …

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Disclosure
Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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