2023 has been a year unlike any other; we have had our share of ups and downs. Thankfully, the stock markets ended up more up than down. So, how do we plan ahead for an equally as unpredictable 2024 and beyond? One of the main things that careful planners prepare for while working and earning income is TAXES. As Chris discusses, this year and next year may be an especially important tax planning opportunity not to miss. With the upcoming tax season and potential portfolio loose ends, now is a great time to speak with Chris McIntire and get your finances and tax planning on course for a more prosperous 2024 and beyond. For more information, contact Chris McIntire at McIntire Retirement Services at (800) 868-1194, and visit the website at https://mcintireretirementservices.com/.

Have an awesome New Year, and us at McIntire Retirement Services hope for another great year of content for you lovely people and more to come.