As the year winds down, it's the perfect moment to double-check your tax strategy and make sure you're setting yourself up for long-term savings, not just short-term deductions. Today, Nick and Jake break down five smart tax moves worth considering before December 31st. A few intentional decisions now can save you money this year and put you in a better position for the years ahead.

Here's what we discuss in this episode:

📈 Maximize retirement contributions: use the remaining weeks to hit 401(k) and IRA limits

💵 RMD Planning: avoid penalties and plan ahead for future RMD years

🎗️ Charitable giving strategies: QCDs, appreciated stock, and tax-efficient donations

🧾 Tax opportunities: pairing gains and losses to reduce what you owe

⏳ Roth conversion timing: why December 31 matters and when conversions make sense

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai