2023 Year-End Tax Planning Tips - Rodgers & Associates

2023 Year-End Tax Planning Tips

Is this a good year to accel­erate your retirement income because you are in a low tax bracket? Or are you looking for ways to reduce your income taxes this year? Annual tax planning can be daunting and compli­cated because tax laws can change frequently. In 2022, the SECURE Act 2.0 produced several changes to the tax code for individuals. Proper tax planning requires an awareness of what is new and changed from last year. You need to look at your entire financial picture and design a plan to excavate all the “hidden” oppor­tu­nities available to you. This session will explore what tax planning strategies should be considered before the end of the year.

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