5 Hidden Year-End Tax Saving Strategies (Ep. 7)
2022 has been a challenging year, to say the least. From the war in Ukraine, inflation and elections to the downward shift in the market, there are a number of factors coming together, causing us to stress about our finances. Thankfully, the year is not over yet and we have a few effective strategies that might save you tax-free money.
In this episode, Josh Leonard discusses five hidden tax-saving opportunities you may want to take advantage of before year-end.
Josh dives into:
- How to get more tax-free money
- Making savvy retirement planning moves
- Being charitable, skipping your RMD, or getting rid of some qualified money
- Bundling up the deductions as you make big money moves
- Maximizing the current tax discounts
- And more
Resources:
- Meet with us for a Complimentary Tax Analysis
- Digital Guide – 5 “Hidden” Tax-Saving Opportunities To Lock In BEFORE Dec 31, 2022
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
Podcast: Play in new window | Download | Embed