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Episode 15 — IRA End-of-Year Planning Strategies



With 2021 quickly approaching, many are ready to say goodbye to 2020 and all of its ups and down. 

But before you start celebrating the new year, there is still some planning to do — especially around your IRA accounts and the tax advantages they offer! 

In this episode, Jeff Green and Lauren Smith break down some of this year’s big changes to IRA accounts and how they might impact you. They also share ways you can take advantage of retirement account tax strategies to end the year with your best foot forward.

In this episode, you will learn:

  • How required minimum distributions changed in 2020
  • Why you should consider Roth conversions
  • How to qualify for Coronavirus-related distributions
  • About SEPP payments
  • And more!

Tune in today to learn how you can optimize your retirement accounts for the new year!

Resources:  Green Financial Group: (713) 244-3030