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This week on Keep What’s Yours radio, we talk about year-end tax planning and the potential risks of borrowing from your 401k. It’s also time to review your paycheck stubs, consider Roth conversions, and maximize contributions to your retirement accounts. Jeff cautions against using a 401k loan for non-essential purposes and highlights the potential penalties and taxes associated with early withdrawals from retirement accounts. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. Here on Keep What’s Yours, the radio/podcast for small business, your hosts Jeff Zufall, senior tax strategist at Capital Advisory Group Inc., and Josh Gilbert, KTRS radio talk:

• Federal Reserve Holds Tight on Interest Rates

• Year End Considerations for Tax Savings

• Borrowing from Your Retirement Accounts – What You Need to Know

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

Request your free copy of Jeff’s #1 best-selling book, "Keep What's Yours," just visit CapitalAdvisoryGrp com now!

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!