Maximizing Your Tax Benefits: Strategic Moves for Last Year's Return

Are you feeling the tax season stress? Join us as we review the strategic financial moves that could potentially influence your previous year's tax return.

From contributing to IRAs to understanding health savings accounts, learn what actions you can take to optimize your tax situation for the past year.

Plus, uncover helpful insights on what you can't do retroactively and how to approach tax planning proactively for the year ahead.

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.