#22 Why You Should Add Roth & Taxes to your 2023 Resolutions

In this episode, Emily and Amanda discuss their financial resolutions for the year. They discuss why utilizing a Roth and Tax Planning should be on your list.

Listener question! In this episode we answer: "How should I plan for doing taxes for the first time?"

Additional resources

• Propel’s webinar - New Year Tactics: Why Your Financial Plan Needs an Overhaul Now
• 2023 Roth Income & Contribution Limits
• TAX DAY for 2023 is Tuesday, April 18th 2023!
• The IRS's Withholding Estimator
• IRS Withholding form Form W4
• Here is a link the YouTube video Emily mentioned regarding helping young people understand tax.

Connecting the Dollars podcast and additional resource links are for informational purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Propel Financial Advisors cannot guarantee that the information herein is accurate, complete, or timely. Propel Financial Advisors makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Propel Financial Advisors may change their outlook at any time.