October is the perfect time to start thinking about your 2022 tax filing. Greg Porcaro joins Rob to discuss some end-of-year tax planning opportunities to help you reduce your tax burden for this year.
Topics Discussed:
- Increasing your 401(k) contribution for 2022
- Ways for small business owners to lower taxes
- COVID-19 retirement withdrawal repayment
- Roth conversion
- Lower 1099-K threshold implications
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.