Ep 76: Year-End Retirement and Tax Strategy Planning (Part 2)

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Show Notes

Just like we prepare our houses and lawns for the winter, we need to do the same for our finances. A lot of financial institutions have a Dec. 31 deadline to take action, so we want to make sure you’re prepared.

Today is part 2 of our year-end retirement and tax strategy planning series. We’ll share more strategies you should consider before the end of this year to help put yourself in the best position possible to help reduce your taxes, avoid unnecessary IRS penalties and build long-term wealth.

Here’s some of what you’ll learn on this episode:

  • Why required minimum distributions need to be part of your year-end planning. (5:06)
  • Have you withheld enough in federal taxes? We can help you with that year-end review. (7:45)
  • If you give to charities, there might be some tax-saving strategies available to you. (12:33)

Thanks for checking out this episode of the podcast. If you’d like to learn more about financial and retirement planning, check out our YouTube channel here.



Taxes Photo