Yes we are getting really close to wrapping up 2023 so it's a great time to consider all tax-planning strategies. In this episode, I'll share 5 strategies.

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.

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