7 Tax & Financial Strategies To Do Before 2023 Ends!

In This Video:

In today’s video, we’re going to talk about seven tax and financial strategies that you should consider before the end of the year. Whether you’re still working or already retired, the strategies we discuss today will help put you in the best position possible now and in the future.


Things to Consider:

We’ll be talking about strategies that will help with things like saving more money, saving on tax dollars, getting more tax-free money, and avoiding penalties before the end of the year. Many of the strategies have a December 31 deadline so you’ll want to look into these soon with a financial professional. Don’t miss out on these strategies that could benefit you this year and years down the road.


Here’s some of what we discuss in this episode:

0:00 – Intro

1:29 – Review & update retirement plan contributions

3:51 – Roth conversions

5:42 – Backdoor Roth IRA

7:05 – Charitable gifting

7:55 – Annual Gifting Exclusion

9:26 – Tax Loss/Tax Gain harvesting

11:01 – Required minimum distributions

11:51 – Bonus item


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