The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 11: Important Tax Planning Numbers for 2024

MWA Ep. 11: Important Tax Planning Numbers for 2024

Limits, Contributions, Deductions – Do you know the critical updates for each for tax planning in 2024? Join Matt Nelson, CFP® & Jacob LaRue, CFP® in the latest episode of the MedTech Wealth Advisor Podcast. Together…

By Emily Peterson
March 14, 2024

2 Min Read
Black and white photo of five peoples forearms all fist bumping to illustrate the effect Qualified Charitable Distributions (QCDs) has on a community.

Qualified Charitable Distributions (QCDs): The Basics

Let’s talk about Qualified Charitable Distributions, more commonly known as QCDs. Picture this: you’re enjoying your well-deserved retirement, you’ve done well saving, and you realize that you’ve got a nest egg tucked away in your Individual…

By Jacob LaRue
August 31, 2023

2 Min Read