The Successful SOULopreneur

Ep. 13 Ho! Ho! Ho! How Much Will You Owe?

Learn a few strategies to prepare for your 2019 tax return. Discussion will focus on reducing tax liabilities which will include IRA, Roth IRA, Tax Deferred strategies and other ways to leverage your qualified money BEFORE you file!

Co-Host: Kim Dyer, Keystone Capital Management Group

Kim Dyer is an Investment Adviser Representative at Keystone Capital Management Group, LLC. Kim’s passion is helping her clients succeed in reaching their retirement Income, estate planning and financial goals. After receiving her degree in accounting from the University of Wyoming, Kim went on to receive her MBA from the University of Nebraska. With more than 20 years of experience in accounting and administration in the medical field, Kim’s unique perspective is an asset to her clients.

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