At the Metolius Wealth Management Group, we realize that every client is unique and deserves an approach designed specifically to you. Our wealth planning focus provides approachable, creative and personalized advice. We strive on building lasting relationships across generations to help investors navigate every financial phase of life. With a core team of knowledgeable and dedicated professionals we can bring clarity and confidence to your wealth management goals.
With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.
If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, you must take required minimum distributions (RMDs) to avoid tax penalties. Contact us today to learn more about your options.
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