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

For those of you interested in working with me 1 on 1, visit my website:
https://imaginefinancialsecurity.com/

Wishing you and yours a happy, healthy, and prosperous 2024!

-Kevin