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Podcast: Retire Today
Episode: Tax Savings Strategies for 2023 to Maximize Your Refund
Description: Summary:
[168] – There are only 10 days left in the tax year. What can you do right now to maximize your refund?
In this episode, Jeremy Keil discusses strategies for maximizing tax refunds and retirement savings. He highlights the importance of understanding tax underpayments and potential penalties, as well as the deadlines for withdrawing required minimum distributions and making charitable contributions. Jeremy also covers the benefits of contributing to a 401(k), HSA, and 529 plan, and the importance of working with a financial professional.
Jeremy discusses:
What deadlines fall on December 31st of this year
Ma...