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Your Year-End Planning Checklist: Close Out The Year Strong!
- 2024/11/26
- 再生時間： 20 分
- ポッドキャスト
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サマリー
あらすじ・解説
As the end of November approaches, it’s a great time to take a closer look at your financial plans and make any necessary tweaks to prepare for the year ahead. That’s why this week, Jude and Marc are sharing some financial items that you should be thinking about as the year winds down. Whether it’s reviewing your retirement contributions, exploring tax-saving strategies like QCDs, or tax-loss harvesting, let's make sure you're finishing the year on a high note.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:48 – The importance of tax loss harvesting
4:55 – Maximizing retirement contributions
8:23 – Optimizing tax brackets
10:29 – Charitable contributions and QCDs
12:41 – End of year savings and HSAs
16:02 – Bunching deductions
Get the "What Issues Should I Consider Before The End Of The Year?" Guide here:
https://drive.google.com/file/d/1-uGZpXb4KdavKB2JEjolQot5xYIdZ7EM/view?usp=sharing
Connect:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min
Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/