Accounting Compensation Planning Estate Planning Tax Planning 
Nationwide Financial
MARCH 6, 2023
They could also consider contributions to an individual retirement account (IRA) and a health savings account (HSA) , too. Make sure they take their required minimum distributions Clients who are age 73 or over must take required minimum distributions (RMDs) from their qualified plans and IRAs.
Harness Wealth
MARCH 11, 2024
This reduces an individual’s taxable income in the year they are made, which can be advantageous for individuals in higher tax brackets during their pre-retirement years. Charitable contributions Leveraging the various ways to donate to charity can put your money to good use and help reduce taxes.
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