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As the dust settles on another tax season, it’s time to shift focus from the rearview mirror to the road ahead. Tax planning isn’t a once-a-year event; it’s a continuous effort and a proactive collaboration between you, your financial planner and tax professionals.

Even if tax laws haven’t changed, your life could look different than it used to – or vice versa.

To do tax planning effectively, you should meet with your financial planner annually. Be ready to share your 2023 return – it’s a map that can help guide you to new opportunities or insights.

The SECURE 2.0 Act and other legislation will bring several changes that could present opportunities for you. See our checklist of tax considerations and, if any of them will apply, think about scheduling an appointment with your planner to review your financial situation.

Download tax checklist

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