Dec 21, 2023
Today I’m sharing 4 (important!) retirement and tax planning updates for 2024.
I'm also sharing my freshly updated two-page tax cheatsheet 😊
One listener recently said:
"This is the best two-page cheat sheet that I've seen! I do a lot of planning around taxes, IRMAA's, etc., and it is very helpful."
If you’re...
Dec 14, 2023
Year-end is a popular time for tax planning strategies.
Roth conversions. Charitable gifts. Squeezing in those final tax-deductible contributions.
And, of course, the crowd favorite...good ol’ tax-loss harvesting!
‣ Who should consider tax-loss harvesting (and who should stay away from it)?
‣ How can you