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Key Financial Data 2024

Key Financial Data 2024

Key Financial Data 2024

At Reed Financial Planning Services, we take pride in providing independent, fee-based retirement planning advice that goes well beyond simply managing our client’s investments.  We regularly discuss a wide variety of topics that impact a client’s planning.  These topics include the way in which different investment strategies and income planning may impact their income taxes, how income can impact their Medicare premiums and required minimum distributions. 

Attached is our 2024 Key Financial Data sheet that is packed with information about these topics and more.  The first page focuses on tax-related information.  The second provides information related to Medicare, social security and Required Minimum Distributions (RMD’s). 

If you have questions about how these topics impact your planning, please don’t hesitate to reach out.  Below is a link where you can schedule a meeting. 

CLICK HERE TO DOWNLOAD YOUR 2024 KEY FINANCIAL DATA PIECE