Insights / Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves | Financial Advisor Magazine

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves | Financial Advisor Magazine

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves

Brett Walters, financial planner at TBH Advisors, joins Jeff Stimpson at Financial Advisor Magazine to provide end-of-year tax considerations for wealthy clients as 2023 comes to a close. “Wealthy taxpayers, specifically those whose net worth exceeds $12 million, would be well-served by employing a prudent and appropriate gifting or trust strategy to begin shifting assets out of their taxable estate to their heirs,” says Walters.

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