As the year comes to a close, it’s the perfect time to review your financial strategy and make the most of every opportunity to optimize your tax situation. In this episode of Retirement Made Easy, we’re diving into practical, actionable year-end tax planning tips to help you finish the year strong.

You’ll learn how tax-loss harvesting can save you money, when a Roth conversion might be a smart move, and how charitable giving, 529 plans, and IRA contributions could work in your favor. We’ll also cover key considerations for retirees and why taking a close look at where you stand for the year is so important. Take charge of your year-end planning today. 

You will want to hear this episode if you are interested in...

• [1:30] Submit a question at RetirementMadeEasyPodcast.com!
• [2:27] Can you take advantage of tax-loss harvesting?
• [4:41] Are you able to make any Roth conversions?
• [9:54] Charitable giving, 529 plans, and IRA contributions
• [12:30] Considerations for someone already retired 
• [13:44] Where do you stand for the year? 

Resources & People Mentioned

• 3 Steps to Retirement Planning

Connect With Gregg Gonzalez

• Email at: [email protected]
• Podcast: https://RetirementMadeEasyPodcast.com
• Website: https://StLouisFinancialAdvisor.com
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