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Financial Wellness Done Right

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RetireU – Taxes: An Understanding & Planning

June 13, 2024 @ 12:00 pm - 1:00 pm CDT

Know the Rules – Deductions, Dividends and Dependents  –  Keeping Accurate Records  –  Save, Shred, or Recycle  –  What are Required Minimum Distributions  –  Tax Deferred Programs  –  The Ins and Outs  –  Tax Planning Strategies  –  Year End Planning Checklist  –  The Future?