Ep. 11 | Gold Diagnosis (tax-free income and/or growth)

Well, that’s a wrap for 2022. However, it’s NOT too late for you to take advantage of some year-end tax strategies. This diagnosis is by far the most underutilized of those we’ve discussed in the past few episodes.

Here are a few notes to mention regarding a Gold Diagnosis:

• These can be done in 2023 and still count for 2022
• Basic and relatively easy to execute in the next few days!
• Our favorite is a Section 529 Plan Contribution (which can be done rapidly)

The higher your MTR, the more you will likely benefit from this.

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