Tax-Smart IRA Strategies for 2024

The upcoming new year brings with it an opportunity to discuss more than just last year’s investment performance with your financial planning clients. Taxes are a critical element of retirement planning, and there are multiple strategies available to mitigate the effect taxes will have on retirement savings accumulation and decumulation. Congress has created many tax benefits associated with tax-qualified retirement savings vehicles such as self-directed IRAs. Our resource, Tax-Smart IRA Strategies, contains topics you may want to discuss with your financial professional in 2024. You can view and download this helpful guide through the link below.


Tags: alternative investments, IRA, IRA tax laws, Roth IRA, SDIRA, self-directed ira, tax strategy, taxation, Traditional IRA