As we approach the end of the year, it’s important to review a handful of key items before the calendar turns to January 1. Use the list we provide on this episode to help you get your finances in order and make some planning decisions.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-180-end-of-year-planning-items/ 

 

What we discuss on this show: 

0:59 – Item 1: Maxing out retirement contributions

3:11 – Item 2: Review the CARES Act and the related relief

6:58 – Item 3: Tax Loss Harvesting

8:54 – Item 4: Evaluating charitable contributions and tax deductions

10:48 – Item 5: Roth conversions

12:16 – Money Map Retirement Review