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

EPISODE · Nov 21, 2023 · 16 MIN

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

from Unlocking Your Financial Future · host BA Schrock Financial Group

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   For more, visit us online: https://baschrock-fg.com/

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

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