Planning for RMDs in 2021
Amid a great deal of uncertainty in 2020 due to the ongoing coronavirus pandemic, we find ourselves once again navigating uncertain waters as it relates to tax planning for tax year 2021.
Tax planning is large part of your overall wealth management strategy and is important to knowing what to expect and how to avoid any tax surprises.
By Kristin Carter, CPA – Vice President, Tax Officer As this challenging and unprecedented year comes to a close, there is still a small window of time to take stock of your tax situation and make some tax-advantageous moves for…