4th Quarter Tax Planning (Ep. 64)

This week's episode of Upticks, "4th Quarter Tax Planning", Jake Falcon, CRPC® and Matt Johnson talk about tips for lowering your taxes. As we approach the end of the year, it's time to start thinking about end of year tax planning! In this episode of Upticks, Jake and Jesse cover 5 tax planning strategies to help lower your taxes. They cover retirement plan contributions, bunching, health savings accounts, required minimum distribution, and 529 Plan. Tune in to this week's episode to take a deep dive into these 5 strategies!