Year-End Tax Mistakes You are Probably Making


From the timing of retirement contributions to the harvesting of investment losses, there’s still plenty you can do to reduce your taxes for this year. Don’t make these mistakes!

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss some year-end tax planning ideas to consider before it’s too late, including:

*Check withholding and estimated taxes
*Standard deduction or itemized?
*Strategize charitable donations 
*Harvesting investment losses 
*Max out your IRA or 401(k)
*Consider the Roth IRA conversion

Join us LIVE on Wednesday, November 30th at 12PM EST!

About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IFG’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

IFG is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.

Learn More: https://www.irafinancialgroup.com/about-us/

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