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“The Other Side of the Fiscal Cliff”

  • Broadcast in Finance
uDirect IRA Services

uDirect IRA Services


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“The Other Side of the Fiscal Cliff”


Amanda Han, Keystone CPA
Kaaren Hall, uDirect IRA Services

-The truth behind the new tax changes and what it means for you
-Top Tax Strategies You Need to Know before filing your taxes this year
-5 IRA Must Do's for 2013 Kaaren...we can do this part together? self-direct retirement, max contributions, tax-free roth, roth conversion, contribution myths exposed)
-3 Steps to take to ensure you maximize your refunds this year

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