Andrew Thrasher, CMT
In this show, we will cover: Holiday Shopping, The Five-Year Rule, Required Minimum Distribution, Annuities, and more! Click here to read the show notes from the episode.
To listen to Consider This Program on podcast, please click here.
Managing Partner
As the year draws to a close, it’s the perfect time to review your tax strategy and make proactive moves before the calendar resets. End-of-year
One of the biggest fears people have as they approach retirement is running out of money. After years of saving and working hard, the idea
Estate planning is about more than just deciding who inherits your assets. It’s also about how to transfer wealth in the most tax-efficient way possible.
Whether you’re making day-to-day financial choices or preparing for major life transitions, these articles are here to help you navigate your journey with purpose.
We encourage you to share articles with family members, friends, or anyone who could benefit from tax-smart retirement strategies and clear, actionable advice.
