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A year-end financial planning checklist is a must for understanding your retirement plan, optimizing investments, and reviewing tax strategies. Pure’s Financial Planner, Phillip Chinothai, CFP®, AIF®, discusses five ways to keep you on track: Review Your Investment Portfolio Maximize Retirement Plan Contributions Review Roth Conversions Plan for Tax Deductions and Credits Update Your Financial Plan […]
Updated for 2023: When it comes to your taxes, do you feel overwhelmed? Having the right tools and strategies to limit your tax bill can help reduce that anxiety. In this guide, we’ll help get you informed and share some strategies that can help you with end-of-year tax planning. In this guide, you’ll learn… Important Tax Deadlines Tax […]
Robert Gonzales, Pure Financial Tax Planner, focuses on a few key points of the changes to the 2023 tax code. FREE GUIDE | End of Year Tax Strategies Transcript Tax season is right around the corner and I’m here to let you know about the thousands of inflation adjustments the IRS has made for the […]
Does just thinking of your taxes give you butterflies in your stomach? You’re not alone. Feeling powerless and not having a strategy to reduce your taxes may cause you to completely ignore tax planning. Whether you are having a good year, recovering from loses or just working to stay the course; financial experts Joe Anderson […]
