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Getting a Jump On Taxes

Dec 30, 2019 – On this edition of Lifetime Planning, Jim Puplava and Lowell Smith discuss tax planning. What are the limits for taking deductions? How do income limits affect your ability to take advantage of a Roth IRA? They also discuss tips for using a Health Savings Account, 529 plans, and SEP’s.

This episode originally aired October 7, 2019

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