Tax Changes 2024 & 11th Hour Tax Planning for 2023
Learn the answers to your questions:
- What can I still do now for 2023 tax planning?
- What are the important age milestones that I should be thinking about when it comes to taxes and/or retirement?
- What is the SECURE ACT 2.0 and how does it change the tax rules on my retirement accounts?
At this webinar you will learn:
- 11th hour tax planning that you can still do to affect your 2023 taxes
- Optimizing contributions and withdraws from your retirement accounts
- SECURE ACT and SECURE ACT 2.0 – How they changed the retirement landscape
- Capital Gain Distributions. What are they, and how to better prepare for 2024.
To register for an upcoming zoom webinar, hosted by Cory Laird, choose one of the links below: