2022 has been a challenging year, to say the least. From the war in Ukraine, inflation and elections to the downward shift in the market, there are a number of factors coming together, causing us to stress about our finances. Thankfully, the year is not over yet and we have a few effective strategies that might save you tax-free money. 

In this episode, Josh Leonard discusses five hidden tax-saving opportunities you may want to take advantage of before year-end.  

Josh dives into: 

• How to get more tax-free money
  
• Making savvy retirement planning moves
  
• Being charitable, skipping your RMD, or getting rid of some qualified money
  
• Bundling up the deductions as you make big money moves
  
• Maximizing the current tax discounts
  
• And more
  

Resources:

• Meet with us for a Complimentary Tax Analysis
  
• Digital Guide – 5 “Hidden” Tax-Saving Opportunities To Lock In BEFORE Dec 31, 2022
  

Connect with Josh Leonard: 

• jleonard@leonardadvisorygroup.com
  
• LinkedIn: Josh Leonard
  
• Leonard Advisory Group
  
• 412-998-PLAN
  
• YouTube: Leonard Advisory Group
  
• Facebook: Leonard Advisory Group