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As 2024 comes to an end, it's important to double check the areas where you could save money in taxes. In this episode of Joe Knows Retirement, Joe walks through the list of tax planning items worth checking before the end of the year. He shares reminders like maxing out your 401k's and funding your IRAs, as well as discusses tax-saving strategies like Roth conversions.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
4.6
1515 ratings
As 2024 comes to an end, it's important to double check the areas where you could save money in taxes. In this episode of Joe Knows Retirement, Joe walks through the list of tax planning items worth checking before the end of the year. He shares reminders like maxing out your 401k's and funding your IRAs, as well as discusses tax-saving strategies like Roth conversions.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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