• Tax Planning Case Study Part II with Kyle Ryan, CFP, ChFC

  • Jun 18 2024
  • Length: 32 mins
  • Podcast

Tax Planning Case Study Part II with Kyle Ryan, CFP, ChFC

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  • Summary

  • On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a financial planner at Menninger & Associates Financial Planning. This episode is part two of a two-part episode case study regarding tax planning.

    In this episode, Mike and Kyle review the specifics of the case study, and the dig into tax strategies as it pertains to a self-employed individual. Topics include: NUA (Net Unrealized Appreciation), Roth IRA conversions, and SEP IRAs. This is a great episode discussing taxes for anyone who is a business owner or is self-employed.

    For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
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