Considerations for End of Year Tax Planning

As the year winds down, it is always a good idea to review your tax situation to determine if there are ways to reduce your tax liability or take advantage of financial planning opportunities that may exist. Here are several items that may warrant consideration prior to the end of the year.

Charitable Gifting, General Financial Plan..., Personal Financial Pla..., TaxDave Trettel, CFP®November 13, 2024401k, Charitable Gifting, General Financial Planning, investing, investment planning, Roth IRA, tax planning