2023 was a year of rapidly rising interest rates and inflation that has forced us all to consider cost-saving opportunities. That’s where tax planning come in - after all, it’s not what you make, it’s what you keep! As we approach year-end, there are a few strategies that you might want to take advantage of to reduce your current and future tax bill. In this episode we’ll cover:

·      Important tax dates (2:50)

·      Where to get started (4:52)

·      Important moves to consider (6:42)

·      Reviewing your portfolio’s tax efficiency (9:45)

·      Retirement planning (12:19)

·      Education funding options (14:42)

·      Estate planning & charitable giving (16:41)

If you’re in a high tax bracket and looking for ways to minimize this cost, don’t miss this episode!

Resources:

Tax Planning Guide