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Seven Year-End Financial Tasks To Check Off Your To-Do List

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We are now well passed the Oct. 15 tax deadline, which means the best time for both tax and retirement planning is now. Accountants have more time for tax-planning meetings, and as 2023 wraps up, you can reflect on the year and still make changes to certain financial matters.

Here are some things you may want to consider in your year-end tax and retirement review.

This post originally appeared at Kiplinger.