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2022 Year-End Tax Planning | Eye on Money Nov/Dec 2022

2022 Year-End Tax Planning | Eye on Money Nov/Dec 2022

November 17, 2022

We invite you to check out the new issue of Eye On Money! Inside are articles on:

Year-end tax planning. You may be able to reduce your 2022 taxes if you act soon. Several tax-minimization tips and strategies for individuals are presented here. For specific advice, please consult us before the end of the year

Leftover money in a 529 account.  For any number of reasons, you may end up with more money in a 529 education savings account than your child needs. This article looks at what you can do with it.    

Financial tips for homeowners.  Owning a home is a big financial commitment. These tips can help you plan for and manage home-related expenses.

Municipal bonds.  Municipal bonds are issued by states, counties, cities, school districts, and other government entities to raise money for public projects. This article looks at seven more things to know about this type of bond.

Also in this issue, you can check out financial gift ideas for children and young adults, as well as test your Social Security knowledge. Plus, you can learn about several of Paris’s smaller museums, find out what’s going on this winter at six major museums in the United States, and see if you can identify ten travel destinations that are off the beaten path.

Please let us know if you have any questions about the topics in this Eye on Money.