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?

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End of Year Financial Planning

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