5 Tax Moves to Make Before December 31

As the year winds down, it's the perfect moment to double-check your tax strategy and make sure you're setting yourself up for long-term savings, not just short-term deductions. Today, Nick and Jake break down five smart tax moves worth considering before December 31st. A few intentional decisions now can save you money this year and put you in a better position for the years ahead. Here's what we discuss in this episode: 📈 Maximize retirement contributions: use the remaining weeks to hit 401(k) and IRA limits 💵 RMD Planning: avoid penalties and plan ahead for future RMD years 🎗️ Charitable giving strategies: QCDs, appreciated stock, and tax-efficient donations 🧾 Tax opportunities: pairing gains and losses to reduce what you owe ⏳ Roth conversion timing: why December 31 matters and when conversions make sense   Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/   Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/   Check us out on YouTube: https://bit.ly/3CcAzai