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048: Your Ultimate Guide to 2023 Year-End Tax and Financial Planning
As the calendar pages flip towards the imminent 2024, it’s the perfect moment to execute those strategic financial maneuvers that will set the stage for a successful tax season and ensure you leave the year on a high note. If you’ve been tuning in regularly, you already know we’ve been through the year-end rodeo before, and for our newcomers, buckle up because we’ve meticulously crafted a hit list that’s bound to elevate your financial game. You’ll want to act quickly; many must be completed by December 31st.
In this info-packed episode, we’re diving deep into the realm of tax arbitrage, Roth conversions, backdoor Roth contributions, and tax loss harvesting – all crucial moves in your financial playbook. Discover the secrets to maximizing your retirement contributions, unravel the mysteries of tax law changes that could reshape your financial landscape in 2024 and beyond, and stay ahead of the curve with essential deadlines that demand your attention.
But wait, there’s more! We’ll uncover innovative ways to save through charitable donations, business and environmental investments, and exploring other financial gems that often slip through the cracks. When we proclaim that the time is now to whip your financial affairs into shape, we mean business!
So, join us in this episode of A Place of Possibility as we discuss:
- Required minimum distribution deadlines – this is important for our older followers!
- Tax benefits related to Qualified Charitable Distributions.
- How to lower your tax rate with specific retirement contributions – 401(k) and 403(b) contributions must be made this year!
- The tax-free wonder known as Health Savings Accounts.
- Special money-saving tips for those who are self-employed.
- Why Medicare beneficiaries must be mindful of their monthly adjusted income (MAGI) to avoid paying thousands in extra taxes.
AND MORE!
The countdown has begun, and we’re here to ensure you usher in 2024 with financial confidence. Get ready for an episode that’s not just informative but also transformative. Let’s make it a year to remember together!
View all episodes
By Richard Del Monte and Angela WrightAs the calendar pages flip towards the imminent 2024, it’s the perfect moment to execute those strategic financial maneuvers that will set the stage for a successful tax season and ensure you leave the year on a high note. If you’ve been tuning in regularly, you already know we’ve been through the year-end rodeo before, and for our newcomers, buckle up because we’ve meticulously crafted a hit list that’s bound to elevate your financial game. You’ll want to act quickly; many must be completed by December 31st.
In this info-packed episode, we’re diving deep into the realm of tax arbitrage, Roth conversions, backdoor Roth contributions, and tax loss harvesting – all crucial moves in your financial playbook. Discover the secrets to maximizing your retirement contributions, unravel the mysteries of tax law changes that could reshape your financial landscape in 2024 and beyond, and stay ahead of the curve with essential deadlines that demand your attention.
But wait, there’s more! We’ll uncover innovative ways to save through charitable donations, business and environmental investments, and exploring other financial gems that often slip through the cracks. When we proclaim that the time is now to whip your financial affairs into shape, we mean business!
So, join us in this episode of A Place of Possibility as we discuss:
- Required minimum distribution deadlines – this is important for our older followers!
- Tax benefits related to Qualified Charitable Distributions.
- How to lower your tax rate with specific retirement contributions – 401(k) and 403(b) contributions must be made this year!
- The tax-free wonder known as Health Savings Accounts.
- Special money-saving tips for those who are self-employed.
- Why Medicare beneficiaries must be mindful of their monthly adjusted income (MAGI) to avoid paying thousands in extra taxes.
AND MORE!
The countdown has begun, and we’re here to ensure you usher in 2024 with financial confidence. Get ready for an episode that’s not just informative but also transformative. Let’s make it a year to remember together!