As we near the year’s end, it’s a perfect time to give your finances a checkup and plan for the upcoming year. Join Roger Balser as he discusses what’s changing with Secure Act 2.0 and helps you put together a simple checklist to ace tax planning and prep for 2024.
HERE’S WHAT YOU’LL PICK UP:
- Finding the right tax deadlines for your situation
- Maximizing year-end tax strategies and planning
- What to talk about with your CPA to avoid money mishaps
- A brief overview of the Secure Act 2.0 and how it affects your money