150: 2023 Year-End Tax & Financial Planning Strategies

from Build a Better Financial Future · host Luis F. Rosa, CFP® EA

In this episode, Luis talks about the year-end strategies that you can implement to lower your tax bill, and set up your finances to start 2024 with a bang! Notes: In this episode Luis talks about: The tax planning strategies he uses with his clients Tax Loss Harvesting How to best maximize your employee benefits Taking advantage of the current high interest rate environment And more…….. Resources: · Visit On My Way to Wealth · Luis' LinkedIN · Luis' Twitter · Luis' IG · On My Way to Wealth YouTube Channel

Episode metadata supplied by the publisher feed · Published Nov 22, 2023

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150: 2023 Year-End Tax & Financial Planning Strategies

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This episode was published on November 22, 2023.

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