Episode notes
Don’t let December sneak up on you.
Jerry Davidse shares five essential year-end planning moves to review — including tax-law updates, retirement accounts, and charitable strategies — all designed to help you make informed decisions before December 31.
Key Takeaways:
- Tax law swaps can capture taxable losses to offset gains.
- Review investments in taxable accounts for temporary downturns.
- Carry forward losses to offset future gains.
- Fully fund retirement accounts like IRAs and 529s.
- Evaluate additional avenues to save and improve tax picture.
- Take required minimum distributions to avoid penalties.
- Consider converting retirement accounts to Roth IRA for tax-free growth.
- Establish donor advised funds for charitable giving.
- Capitalize on large deductions with ...
Keywords
financial planningretirement accountscharitable givingroth irataxes