Another tax filing season is in the books, which is probably a big relief for some of you and our CPAs. But that doesn't mean it's time to take an out-of-sight, out-of-mind approach with your tax documents and 2023 taxes. Why? Because 2023 tax planning season is underway. Dean Barber and Bud Kasper will share why now is the optimal time to take advantage of tax planning opportunities so that tax filling won't be so stressful in the future. Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning Start Planning Here: https://modwm.com/retirement-planning-tool/radio/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning More on this episode: https://modwm.com/is-inflation-slowing/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning Articles: 6 Reasons Roth Conversions Could Work for You: https://www.modwm.com/6-reasons-roth-conversions-could-work-for-you/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning Tax Rates Sunset in 2026 & Why That Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning What Is a QCD?: : https://www.modwm.com/what-is-a-qcd/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning Videos: What Are Tax Buckets: https://youtu.be/pFH4T8TA8WI Ed Slott on SECURE 2.0: https://youtu.be/HHPMo9l0yeg Downloads: 2023 Retirement Planning Calendar: https://modwm.com/2023-retirement-planning-calendar/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning Tax Reduction Strategies: https://modwm.com/tax-reduction-strategies/?utm_source=Radio-Podcast&utm_medium=AWMS&utm_campaign=2023-taxes-time-to-start-planning The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related