The end of the year is a great time to start thinking about your taxes for the upcoming year. In the video below, Josh and Journalist Erin Kennedy are sharing 4 tax saving tips you can do now, to help you get on track for 2024.

1. Max Out Your Roth IRA

2. Tax Loss Harvesting

3. Consider Your Tax Filing Status

4. Seek Tax Efficient Investments

If you have any questions about Roth Conversions, or if you'd like to talk through specific tax efficient investments, including Health Savings Accounts or Qualified Charitable Distributions, please reach out to Josh by calling 260.488.8300

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