EPISODE · Dec 5, 2024 · 18 MIN
3 Year-End Tax Planning Strategies Worth Reviewing
from Retire Right: A WYZE Wealth Advisors Podcast · host Ryan Wyatt
As the year comes to a close, it's the perfect time to reassess your financial strategies and ensure you're on the right track for 2024. Tax planning is a crucial aspect of this process, and in our latest episode, we will share three essential strategies that can help you optimize your tax efficiency and financial health.Here’s what we cover in this episode: 0:00 – Intro 0:55 – Qualified Charitable Distributions3:32 – Tax traps6:19 – Tax Loss Harvesting11:04 – Gifting low-basis stockConnect with us:Web: https://wyzewealthadvisors.com/Phone: 724-271-7019Watch the show on YouTube: https://bit.ly/3Ssra3H
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What this episode covers
As the year comes to a close, it's the perfect time to reassess your financial strategies and ensure you're on the right track for 2024. Tax planning is a crucial aspect of this process, and in our latest episode, we will share three essential strategies that can help you optimize your tax efficiency and financial health. Here’s what we cover in this episode: 0:00 – Intro 0:55 – Qualified Charitable Distributions 3:32 – Tax traps 6:19 – Tax Loss Harvesting 11:04 – Gifting low-basi...
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3 Year-End Tax Planning Strategies Worth Reviewing
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