It’s that time of year! Join us for a thoughtful episode where we unpack some end of year financial planning strategies for 2023. We’ll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
Dan Oaklief, RICP®, CPFA® joins us for today’s conversation. Together, we’ll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on some strategies to maximize your year-end bonus. Join us as we discuss planning ahead for major expenses in the new year, tax efficient gifting, and more.
Disclosure: Investment Advisor Representatives offer advisory services through BA Schrock Wealth Management, Inc. (BASWM), a registered investment advisor. Insurance is offered through BA Schrock Financial Group, Inc. (BASFG), an insurance company. BASWM and BASFG are affiliated and share common ownership.
