End of Year Financial Planning Strategies For 2023 (Part 1)

It’s that time of year! Join us for a thoughtful episode where we unpack some key year-end planning strategies for 2023. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.

 

Here’s some of what we discuss in this episode:

• Making the most of your year-end bonus
• Tax planning: tax-loss harvesting, RMDs, Roth conversions, tax changes coming in 2026
• Planning ahead for significant expenses + cleaning up debt and looking at health insurance
• Staying within gifting limits + recent rule changes to the 529 plan

 

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