Steps to Take Before 2024 Ends to Secure Your Tax Credits

Time’s almost up to make those savvy tax moves and lighten your bill for next year! At 20West Legal, we’ve got your back with a guide to the top tax credits for 2024 and the steps you need to take *now* to maximize your savings before December 31. Don’t let the year end without taking control of your finances—read more and get ahead!

Estate PlanningErica EndykeDecember 26, 2024tax credit, taxes, tax, savings, child tax credit, child and dependent care credit, earned income tax credit, aotc, american opportunity tax credit, lifetime learning credit, retirementsavings, retirement planning, premium tax credit, adoption credit, HVAC, EV Credits, healthcare planning

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

In 2024, the SECURE 2.0 Act brings significant changes to the world of retirement savings and college savings accounts that could substantially impact your family's financial future. Read more…

Financial Planning, FinancesErica EndykeDecember 5, 2023529plan, education 529 plan, 529savings, studentsavings, savings, financial planning, planning, SECURE Act