A Reminder for ‘Year-Beginning’ Tax Planning

LVW Advisors’ Jonathan Thomas, CFP®, private wealth advisor, contributed recently to a Financial Advisor Magazine article outlining tax planning for the start of 2023. Discussing required minimum distributions (RMD), Jonathan noted that “we often see some clients taking their RMD monthly, moving it into a checking account and not spending it.” A financial advisor can help provide alternatives for RMDs at the start of the new year.

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