Tax saving opportunities for last year (2022) and this year!

Show aired on March 25th, 2023

There are steps you can take before April 18th to lower taxes for 2022. Mike discusses the contribution rules for IRAs, HSAs, and 529 plans. Plus, how to calculate the basis of any mutual fund shares you sell so you don’t pay taxes on the same income TWICE! Mike wraps it up with more tax planning tips for this year too: 0% long-term capital gains, bunching deductions, back door Roth IRAs, etc.

Listen on iTunes Listen on Stitcher Listen on Google Listen on Amazon

taxes

---

Have a question or comment? Send us a note.

---

Though Mike Miller is an employee of Ronald Blue Trust, Talking Money^® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.

Ask Mike A Question