A Look Ahead to 2023

Nobody knows with complete certainty what 2023 will bring for your finances, but we have some educated guesses. Learn about how 2022 events might impact your 2023 in our on-demand webinar A Look Ahead to 2023 with Carson’s Senior Wealth Planner Kevin Oleszewski CFP®, MST, EA. 

Watch this webinar to learn more about 2022’s impact on 2023 with regards to:

  • Charitable giving
  • Roth conversions
  • Tax loss harvesting
  • RMD calculations
  • Income distribution planning 
  • Tax estimates and calculations 
  • …and more!

Watch the webinar to learn helpful insights from industry thought leaders on what impact the midterm elections might have on you.

Fill out the form to watch the on-demand webinar today.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Kevin Oleszewski is not affiliated with Cetera Advisor Networks, LLC.

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