Press Release

2023 End of Year Tax Moves

October 23, 2023

Senior Wealth Advisor Dustin Gale Quoted in Financial Advisor Magazine

Dustin Gale, CFP®, CPWA® discussed how converting traditional IRA funds to a Roth IRA by year-end can strategically manage your tax bracket. Dustin highlights that it could also potentially provide tax-free income in retirement.

For more, check out the article: https://bit.ly/46WjM61

To speak with Dustin about your tax concerns, contact our Los Angeles office.

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur.

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.

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