Happy New Year! We hope 2024 is off to a fast start for you, and you have laid out some plans to ensure this year ends with you in a better spot than you are today! Because that is our wish for you, and we tend to think in terms of plans ourselves, in this first RG episode we have a planning-oriented idea that is hot off the press given a recent law change. If you like the idea of lowering your state tax bill (based on your home state laws) and AVOIDING taxes on future distributions… we have a cool idea to share. Read on or watch the episode.

#529 #RothIRA #investing #tax #taxfree