Effective Tax Strategies To Consider Before Year-End

from Retire Early, Retire Now! · host Hunter Kelly

Send us Fan MailIn this episode of the 'Retire Early Retire Now' podcast, host Hunter Kelly from Palm Valley Wealth Management discusses essential tax-saving strategies and deadlines to consider before the year ends. Topics covered include maximizing 401k and IRA contributions, Roth IRA conversions, required minimum distributions (RMDs), capital gains or losses harvesting, utilizing flexible spending accounts (FSA), and donor-advised funds for charitable giving. The host emphasizes the importance of preparing early to avoid last-minute issues and provides advice on rebalancing investments and managing tax withholdings. He also introduces tax-saving tools and services offered by Palm Valley Wealth Management.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

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This episode is 27 minutes long.

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This episode was published on September 3, 2024.

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