Helpful miscellaneous articles
regarding our retirement plan and planning.
Like you, I review my retirement nestegg and plan from time to
time. Recently, I went though some continued
education for some credentials I maintain and it occurred to me that we all
could use a review about these issues.
So with your help, we will share and post articles and info that may be
helpful and of interest to many of you in this section.
Tax Planning
for the rest of the year!!
Now that you IRS Tax forms have been filed, what about the
planning for the rest of the year?
Here is a link to a number of personal tax considerations for
2023 and beyond.
https://tax.kpmg.us/insights/2023-personal-tax-planning-guide.html
(As with any of these informative articles,
anyone who needs someone to talk to about
this
very subject contact me and I can direct you to a knowledgeable advisor).
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