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‘Tis the Season for Tax Savings: Year-End Moves to Deck Your Wallet
As the year winds down, it's natural to start looking ahead—and your finances deserve just as much attention as your holiday plans. With tax season around the corner, making a few smart moves now can mean valuable savings and smoother planning in the year to come.
In this episode of Capital Conversations, Accredited Investment Fiduciary® John Biedenstein and CERTIFIED FINANCIAL PLANNER® professional Colin Day cover three practical strategies that could help set you up for financial success before the year closes out: optimizing required minimum distributions, making the most of health savings accounts, and understanding Roth conversions.
Learn more about our areas of expertise, including:
Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.
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By Correct Capital Wealth ManagementAs the year winds down, it's natural to start looking ahead—and your finances deserve just as much attention as your holiday plans. With tax season around the corner, making a few smart moves now can mean valuable savings and smoother planning in the year to come.
In this episode of Capital Conversations, Accredited Investment Fiduciary® John Biedenstein and CERTIFIED FINANCIAL PLANNER® professional Colin Day cover three practical strategies that could help set you up for financial success before the year closes out: optimizing required minimum distributions, making the most of health savings accounts, and understanding Roth conversions.
Learn more about our areas of expertise, including:
Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.