Description

The last quarter before the end of the year provides great opportunities to do tax planning for the current and upcoming tax year. It is best to be forward looking when it comes to tax planning. Tune in to learn some strategies that can help you maximize your tax savings opportunities before the end of the year.

Notes:

In this episode, Luis talks about the following and more:

• Opportunities during your employer’s open enrollment period
• Rebalancing your 401K and keeping track of your contributions
• Roth IRA conversions
• Things to be on the lookout for specifically for tax year 2021

Resources:

• Schedule Your Complimentary Introductory Meeting with Luis!
• Download the 3 Fundamental “Money Moves” to Make Before Turning 45
• LatinXcellence, more than a brand, it’s a movement!
• Luis’ LinkedIn
• Luis’ Twitter
• Luis’ Instagram
• On My Way To Wealth YouTube Channel