Five Simple Year-End Tax Tips to Set Up a Successful 2024


’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead who tend to get ahead. We’re bumping up against the tail end of 2023, but there’s still time to make a few money moves to help get you prepped for a successful, upcoming tax season.

Here are a few options to consider and/or raise with your trusted tax professional alongside your financial adviser.

1. Max out (as much as you can) employer retirement plan contributions.





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