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