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3 Year-End Tax Planning Strategies Worth Reviewing
Manage episode 453938592 series 3594497
Innehåll tillhandahållet av Ryan Wyatt. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Ryan Wyatt eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
As the year comes to a close, it's the perfect time to reassess your financial strategies and ensure you're on the right track for 2024. Tax planning is a crucial aspect of this process, and in our latest episode, we will share three essential strategies that can help you optimize your tax efficiency and financial health.
Here’s what we cover in this episode:
0:00 – Intro
0:55 – Qualified Charitable Distributions
3:32 – Tax traps
6:19 – Tax Loss Harvesting
11:04 – Gifting low-basis stock
Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H
8 episoder
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