Steps to Take Before Year's End for a Stronger Financial Future

Retire For Less With The Annuity Expert por Shawn Plummer

E27
05:32
Notas del episodio

🎙 Welcome to Retire Less With The Annuity Expert! In this episode, we’re diving into year-end financial planning tips to help you kick off the new year on the right foot. From maximizing retirement savings to holiday budgeting, we’ve got you covered!

💡 What You’ll Learn in This Episode:

  • Why you should maximize employer 401(k) matches before the year ends.
  • The importance of Required Minimum Distributions (RMDs) and how to avoid penalties.
  • How to make the most of your Flexible Spending Accounts (FSAs) before they expire.
  • Practical holiday budgeting tips to keep your finances in check.
  • The benefits of checking your credit report and fixing errors before the ... 
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Palabras clave
retirementinvestmentsinvestingretirement planningminimize taxestaxesrmdretireretirement contribution401(k)fsabudgeting tipsflexible spending account401(k) match