End of Year Financial Planning

Any key financial moves you should make before the end of the year? Find out on today’s podcast.

 

Read more and get additional financial resources here: https://wp.me/paIiUZ-hh 

 

What we discuss on this show: 

2:35 - Should we max out retirement contributions? 

4:10 - What do you need to pay attention to with the CARES Act?

5:46 - What might the CARES Act or SECURE Act 2.0 look like?

7:34 - Have you explored the possibilities for tax loss harvesting?

9:08 - What kind of charitable contributions should you make?

10:43 - Are there any purchases that could give you a tax credit?

11:43 - Does it make sense to do a Roth conversion?