KEY POINTS
Mid-Year Tax Planning
It is important to reevaluate withholding periodically, especially if there have been recent law changes or a recent significant life event.
Having assets available in a Roth IRA that may qualify for tax‐free withdrawals can provide some flexibility in managing your tax liability in retirement.
![man doing taxes](https://media-s3-us-east-1.ceros.com/td-bank/images/2023/06/22/5fea52c863bbd1dd22d9a733d91edd27/tax.png)