Let's Talk About Taxes! Part 2 [Episode 24]

The Perfect RIA · Apr 26, 2019 · 29m

Key Links

[Link Needed for QCD/Tax preparation document Report that Matthew generates for clients. He references that if someone emails Colleen, we can get a sample of it for the show notes around the 12:34 mark of the episode]

Gear Up Program to learn about taxes: https://checkpointlearning.thomsonreuters.com/GearUp

Bob Keeblers site for education resources: http://www.keeblerandassociates.com/about

Ed Slott's website for resources: https://www.irahelp.com/

Michael Kitces' site: https://www.kitces.com/

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Important Show Note/Disclaimer: When Micah discussed doing paperwork for ROTH…