2023 was an amazing year, and I just wanted to spend some time sharing my sincere gratitude for my listeners, clients, and most importantly my wife, Jessica, for supporting me on this journey.


I also wanted to share a few tax planning observations as we close out 2023.


Here are some links I referenced in the show:

- Ep. 18 - Roth conversion strategy could save $427k in taxes


- Ep. 10 - 6 reasons to take advantage of Roth conversions


-IRMAA limits for 2024


For those of you interested in working with me 1 on 1, visit my website:

https://imaginefinancialsecurity.com/


Wishing you and yours a happy, healthy and prosperous 2024!


-Kevin