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Tax Planning Strategies to Save Money
Manage episode 453683778 series 3597894
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Robert Gilliland and Mike Alexander cover key tax strategies to tackle before year-end. They’ll walk you through important topics like HSAs, FSAs, 401k contributions, RMDs, charitable giving, donor-advised funds, and tax-loss harvesting. Plus, they’ll explore the perks of 529 plans, Roth conversions, and investment options such as ETFs and municipal bonds. Don’t miss this chance to learn practical tips that could save you thousands and help fine-tune your portfolio for the upcoming year.
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