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End of Year Financial Planning episode artwork

EPISODE · Dec 3, 2020 · 15 MIN

End of Year Financial Planning

from The Financial Answer with Nathan O’Bryant · host Nathan O' Bryant

Any key financial moves you should make before the end of the year? Find out on today’s podcast.   Read more and get additional financial resources here: https://wp.me/paIiUZ-hh    What we discuss on this show:  2:35 - Should we max out retirement contributions?  4:10 - What do you need to pay attention to with the CARES Act? 5:46 - What might the CARES Act or SECURE Act 2.0 look like? 7:34 - Have you explored the possibilities for tax loss harvesting? 9:08 - What kind of charitable contributions should you make? 10:43 - Are there any purchases that could give you a tax credit? 11:43 - Does it make sense to do a Roth conversion?

What this episode covers

Any key financial moves you should make before the end of the year? Find out on today’s podcast.   Read more and get additional financial resources here: https://wp.me/paIiUZ-hh    What we discuss on this show:  2:35 - Should we max out retirement contributions?  4:10 - What do you need to pay attention to with the CARES Act? 5:46 - What might the CARES Act or SECURE Act 2.0 look like? 7:34 - Have you explored the possibilities for tax loss harvesting? 9:08 - What kind of charitable contributions should you make? 10:43 - Are there any purchases that could give you a tax credit? 11:43 - Does it make sense to do a Roth conversion?

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End of Year Financial Planning

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Frequently Asked Questions

How long is this episode of The Financial Answer with Nathan O’Bryant?

This episode is 15 minutes long.

When was this The Financial Answer with Nathan O’Bryant episode published?

This episode was published on December 3, 2020.

What is this episode about?

Any key financial moves you should make before the end of the year? Find out on today’s podcast.   Read more and get additional financial resources here: https://wp.me/paIiUZ-hh    What we discuss on this show:  2:35 - Should we max out retirement...

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