Maximizing Year-End Tax Opportunities with Kelly Phillips Erb

Forbes senior writer Kelly Phillips Erb discusses key end-of-year tax tips, including strategies for retirement accounts, on ā€˜Forbes Talks’.

Maximizing Year-End Tax Opportunities with Kelly Phillips Erb
Forbes
11.5K views • Dec 26, 2023
Maximizing Year-End Tax Opportunities with Kelly Phillips Erb

About this video

Kelly Phillips Erb, a Forbes senior writer, joins ā€˜Forbes Talks’ to discuss end of year tax tips.<br /><br />0:00 Introduction<br />0:16 Kelly On Retirement Accounts- How Much Should You Invest?<br />2:20 Charitable Contributions- Rollovers, Donations Etc.<br />7:08 How Do Stock Gains Apply To Taxes?<br />8:36 Reducing Interest Rates- Is It Possible?<br />12:56 Are EV's A Better Investment Than Regular Vehicles?<br />16:44 How To Accurately Assess Your Financial Situation<br />19:44 Approaching Tax Deadlines

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11.5K

Duration

22:05

Published

Dec 26, 2023

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