Year-End Tax Planning Part I with Nick DeVito
Dec 05, 2023•29 min•Ep. 118
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Episode description
This week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the first of a two-part series on year-end tax planning.
As we reach the end of the calendar year, it is important to review certain considerations for tax planning. In this episode, Mike and Nick discuss options to maximize retirement plan contributions and proper tax withholding.
For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com
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