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

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

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

Brett Walters, a financial planner at TBH Advisors, shares insight with Financial Advisor Magazine’s Jeff Stimpson about end-of-year tax moves, such as gifting plans and potential Roth IRA conversions. “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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