We welcome back Sean Mullaney to the show! Also known as The FI Tax Guy, Sean is a financial planner who offers fee-only and advice-only financial planning at Mullaney Financial & Tax, Inc. He was first on the show back in Episode 013 to discuss the basics of retirement accounts and the tax aspects of those accounts in the accumulation and drawdown years. Sean sits down with Bill and Becky for a second time today to discuss important year-end tax planning, a very timely and important topic. Sean will give us a taste for what we should be thinking about for 2023 and planning for 2024.

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Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

FItaxguy.com

2023 Year-End Tax Planning

What is a Donor Advised Fund?

Daffy

GuideStar

Solo 401(k): The Solopreneur's Retirement Account by Sean Mullaney

Backdoor Roth IRA for Beginners

Split-Year Backdoor Roth IRAs

Roth Conversions Before It's Too Late?

Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Becky, Bill, and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.