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End-of-year financial planning tips
by WKRC
(WKRC){p}{/p}
CINCINNATI (WKRC) – With the calendar set to flip from one year to the next it’s a perfect time to review your annual financial plan. So check the progress on your most important goals and then set new ones to remain on track managing your money.
Michael Messmer, financial advisor from Capital Preservation Group, joined Kyle Inskeep and offered these deadlines to help you achieve financial success:
- Max out retirement plan
- Fund 529 plans
- Take Required Minimum Distribution (RMD)
- Roth Conversion
- Charitable Tax Deductions
- Gifting
- IRA Contribution for 2023
- Roth IRA contribution for 2023
- Income Tax Return
- Gift Tax Return
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