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Episode 23 – Your 2021 Tax Planning Guide



Tax season has rolled around once again!

Get ready to kick-off your tax season with this information-packed episode with Jeff Green and Lauren Smith. They discuss some of the recent tax changes you might want to be mindful of this year while breaking down the tax strategies clients are asking about most these days.

In this episode, we discuss:

  • The new IRA contribution age limit
  • Why you need to know about spousal IRAs
  • Updates to IRA contribution limits this year
  • Qualified charitable distributions
  • And more!

Join Jeff Green and Lauren Smith now to learn about the latest considerations that will help you file your taxes this year! 

Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith