As the end of the year approaches, are you prepared to handle taxes wisely? Are you deferring taxes now, only to face a bigger bill down the road?

In this episode, Bryan Repple sits down with Michael Mandarino, a financial advisor at 123 Investing, to tackle year-end tax planning strategies that high-income earners often overlook. They delve into powerful tools like Roth conversions, oil and gas programs, and opportunity zones—all designed to boost your financial IQ and help you align your tax strategy with your broader financial goals. Don’t miss these insights to make the most of your earnings while keeping your future tax obligations in check.

Michael discusses: 

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• How can effective tax planning help you avoid wasting money on unnecessary taxes
  
• When is the best time for high-income earners to consider a Roth conversion
  
• What unique tax advantages do oil and gas investments or opportunity zones offer
  
• Why is consulting a professional important for maximizing tax benefits and minimizing liabilities
  
• And more
  

Connect with Bryan Repple: 

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• Repple Wealth Group
  
• Bryan@garepple.com
  
• LinkedIn: Bryan Repple
  
• LinkedIn: Repple Wealth Group
  
• Facebook: Repple Wealth Group
  
• YouTube: Brain Wealth
  

Connect with Michael Mandarino: 

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• LinkedIn: Michael Mandarino
  
• 123 Investing
  
• Youtube: 123 Investing
  
• Facebook: 123 Investing
  

About Our Guest: 

Michael William Mandarino, hailing from West Newton, Pennsylvania, exemplifies a journey of dedication and leadership that has led him to become a renowned financial advisor. His foundation was laid in a town that prides itself on hard work, a value that propelled him to the United States Military Academy at West Point. Here, Michael earned a Bachelor of Science in General Management with a focus on Systems Engineering, setting the stage for his future leadership roles.

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a

substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.