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11.5.2023 I Year-End Tax Planning Checklist
Manage episode 386868281 series 2982853
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Introducing Ryan McKeown:
- Ryan is a Senior Vice President and Financial Advisor at Wealth Enhancement Group
- He helps lead the Tax Strategies group for Wealth Enhancement Group’s Roundtable™ and has an extensive tax and retirement income planning background.
- Longstanding member of the Ed Slott Master Elite IRA Advisor Group, a leading national group, one of the nation’s leading organizations dedicated to advancing retirement account taxation knowledge
- Ryan is a CFP® and CERTIFIED FINANCIAL PLANNER professional
- Ryan has been an adjunct faculty member at Minnesota State University, Mankato, and is involved in several non-profit organizations.
- He’s also enjoyed playing drums for more than 30 years!
In this episode:
- Year-end Key Theme #1: Income and Deduction Strategies
- Year-end Key Theme #2: Retirement planning
- Year-end Key Theme #3: Review tax withholding in view of higher interest rates
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