Tax Planning Fun: 4 Proactive Strategies Before December 31
Channel: Make Your Money Matter | with Brad Barrett
Date: 01/11/2023

It's time to be proactive and get ahead of the game! 💪 Now is the perfect time for tax planning so you can save big and get ahead this 4th quarter. I know it might not sound fun but trust me, tax planning can be rewarding. Let me share four key ways to get started: 1️⃣ Roth conversions 2️⃣ 3️⃣ 4️⃣ Don't wait - be proactive and get ahead this 4th quarter! #taxplanning #bebrave #investments #OneCapitalManagement #makeyourmoneymatter