2023 was an amazing year, and I just wanted to spend some time sharing my sincere gratitude for my listeners, clients, and most importantly my wife, Jessica, for supporting me on this journey.
I also wanted to share a few tax planning observations as we close out 2023.
Here are some links I referenced in the show:
– Ep. 18 – Roth conversion strategy could save $427k in taxes
– Ep. 10 – 6 reasons to take advantage of Roth conversions
-IRMAA limits for 2024
Wishing you and yours a happy, healthy, and prosperous 2024!
-Kevin
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This is for general education purposes only and should not be considered as tax, legal, or investment advice.
