Your Year-End Planning Checklist: Close Out The Year Strong!

The Roth Guy with Jude Wilson

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/