5 Key Tips to Avoid Costly IRA Rollover Mistakes [Richmond Refreshers]


 

Tax season is underway, and there’s no better time to optimize your retirement strategy!

In this video, Adriaan, our Associate Financial Advisor, breaks down key tax-saving strategies, including IRA contributions, Required Minimum Distributions (RMDs), and how Qualified Charitable Distributions (QCDs) can benefit your bottom line. Learn how to reduce your taxable income, avoid costly penalties, and support your favorite charities—all before the April 15th deadline.

Richmond Brothers, Inc. is an SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This communication is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.

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