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:

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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