Skip to main content


Don't Let the Government Control Your Tax Plan! Take Action Today!

John Mason, CFP®, discusses the importance of planning TODAY to control your tax bill in the future.

ℹ️ About the Episode:

• Your future tax rate is unknown.

• However, this uncertainty shouldn't hinder tax planning TODAY.

• Stay ahead by strategizing now to mitigate future tax burdens.

• Roth conversions, QCDs, income acceleration, bracket topping and more should all be considered to minimize the tax impact of your RMD.