091: Year-End Tax Planning Opportunities for 2021

from Build a Better Financial Future · host Luis F. Rosa, CFP® EA

The last quarter before the end of the year provides great opportunities to do tax planning for the current and upcoming tax year. It is best to be forward looking when it comes to tax planning. Tune in to learn some strategies that can help you maximize your tax savings opportunities before the end of the year. Notes: In this episode, Luis talks about the following and more: Opportunities during your employer's open enrollment period Rebalancing your 401K and keeping track of your contributions Roth IRA conversions Things to be on the lookout for specifically for tax year 2021 Resources: Schedule Your Complimentary Introductory Meeting with Luis! Download the 3 Fundamental "Money Moves" to Make Before Turning 45 LatinXcellence, more than a brand, it's a movement! Luis' LinkedIn Luis' Twitter Luis' Instagram On My Way To Wealth YouTube Channel

NOW PLAYING

0:00 17:27

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

EP 29: lemon juice

Oct 3, 2025 ·28m

EP 28: can you bless your enemies?

Sep 16, 2025 ·29m

🦋 Day 6 of Lose the Weight: health hacks

Sep 16, 2025 ·47m

🦋 Day 5 of Lose the Weight: movement

Sep 12, 2025 ·37m

🦋 Day 4 of Lose the Weight: nutrition

Sep 11, 2025 ·40m

EP 27: source is source

Sep 10, 2025 ·40m

Similar Podcasts

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Ask A Spaceman Archives - 365 Days of Astronomy Ask A Spaceman Archives - 365 Days of Astronomy Podcasting Astronomy Every Day of the Year French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world? The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting!

Frequently Asked Questions

How long is this episode of Build a Better Financial Future?

This episode is 17 minutes long.

When was this Build a Better Financial Future episode published?

This episode was published on November 10, 2021.

What is this episode about?

Can I download this Build a Better Financial Future episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!