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Podcast: 2025 The Final Drive Podcast
Episode: Tax Movement in 2023
Description: There are 3 years left until the end of the 2017 tax cuts. Let's focus on what we can do this year of 2023. As the advisor, I have an action plan for you regarding your retirement and estate planning opportunities. Timing is everything. How can you take advantage of up to a $5,000 catch up? Inflation adjustments and more explained in this episode. https://www.cfci.us/2025-the-final-drive