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:

• 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!

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