190. Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPA

On this episode of A Wiser Retirement™ podcast, Casey Smith is joined by guest Jordan Sute Norton, CPA, to talk about year-end tax moves and how to plan ahead for a stress-free tax season. They also talk about maximizing tax savings, including employer deferred accounts, charity bunching, and IRA and Roth IRA contributions.

Podcast Episodes Referenced:
- Ep 174: 2023 Tax Credits You Should Know About
- Ep 150: Can Tax-Loss Harvesting Improve Your Investing Returns?

Youtube Episodes Referenced:
- 2023 Tax-Smart Philanthropy

Other Links:
- Sute CPAs
- Path2College 529 Plan

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