The Year-End Tax Deadline just around the corner! If you’re nearing retirement or already in it, this is your last chance to lock in some crucial tax-saving moves before the year ends. Today, we’re covering several key strategies that can help you maximize your retirement accounts, avoid costly penalties, and make the most of your hard-earned savings. From Roth conversions to tax-loss harvesting, these are steps you need to act on now to keep Uncle Sam from taking a bigger bite out of your nest egg. Check it out and learn how to set yourself up for success before the clock runs out! Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇 TIMESTAMPS 00:00 Year End Tax Moves for Retirement 00:22 Optimizing Retirement Contributions 02:22 Roth Conversions 06:25 Tax Loss Harvesting 08:40 Required Minimum Distributions 14:30 Charitable Giving 17:35 Time is of the essence
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Learn the key components you need to include in your retirement plan, Check this video out: https://youtu.be/QkJzvbZ_gDs
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