Advertise With Us

Roth IRA

Roger Green, MSFS,CFP®

Your Green 2022:Investment Year-End Tax Planning

As we end one year and begin another, there are things you need to think about doing to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to your investments. Here are some things you should consider:

Roger Green

Your Green | Investment tax planning

As we end one year and begin another, there are things you need to think about doing to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to your investments. Here are things you should consider:

Roger Green, MSFS,CFP®

End of Year Investment Tax Planning

December brings us the joy of Christmas, but also the beginning of preparation for tax season.  Make sure you have done the things you can do to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to those investments.