Year-End Tax Planning Reminders for 2023
The end of 2023 is upon us... Crazy! But this is the time of year to make sure you have completed any tax planning that needs to be done.
This includes things like:
This includes things like:
- Roth conversions
- Tax-loss harvesting
- Tax-gain harvesting
- Retirement plan contributions
- Charitable giving
Tune in to this week's episode to gain new insights on the importance of these year-end tax strategies!
***Help me make the show better in 2024. Fill out this quick survey!
Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob.duke@appliedcapital.com
Submit your question here: jacob@retirementanswers.net
YouTube: https://www.youtube.com/@retirementanswers
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
***Help me make the show better in 2024. Fill out this quick survey!
Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob.duke@appliedcapital.com
Submit your question here: jacob@retirementanswers.net
YouTube: https://www.youtube.com/@retirementanswers
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
