Steps to Take Before Year's End f...
Steps to Take Before Year's End for a Stronger Financial Future
Retire For Less With The Annuity Expert by Shawn Plummer
E27
Dec 10, 2024
05:32
Episode notes

🎙 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 ... 
Keywords
retirement
investments
investing
retirement planning
minimize taxes
taxes
rmd
retire
retirement contribution
401(k)
fsa
budgeting tips
flexible spending account
401(k) match