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What To Do NOW To Reduce Next Year's Tax Bill

What To Do NOW To Reduce Next Year's Tax Bill

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Most people don't think about taxes until they're sitting down to file, and by then, most of the best opportunities are gone. The moves that actually lower your tax bill usually have to happen before December 31. Here's what's worth tackling now. The best tax planning rarely happens in April. It happens months earlier, while there's still time to do something about it. If you haven't looked at this year's picture yet, now's the time.

Here’s what we discuss in this episode:

🧾 Q4 Planning: Make decisions before deadlines arrive

❤️ Charitable Giving: Use generosity more strategically

💼 Self-Employment: Explore additional retirement plan options

🏥 Tax Tools: Take advantage of overlooked accounts

📅 Year-End Review: Adjust plans while there’s time

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446

Schedule a Meeting: http://www.meetwithrosewood.com

Check us out on YouTube: https://bit.ly/46RaLvL

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