Fall Financial Planning Checklist

Episode 57 of the Connecting the Dollars by Propel Financial Advisors podcast, hosted by Emily Agosto - Propel Financial Advisors, titled "Fall Financial Planning Checklist" was published on October 28, 2024 and runs 11 minutes.

October 28, 2024 ·11m · Connecting the Dollars by Propel Financial Advisors

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Summary

The seasons are changing which means it's time to tackle those year-end financial tasks. Amanda & Emily talk tax planning, retirement planning, budgeting, and what to expect for the rest of 2024. What's on your to-do list before we hit 2025? Topics Covered: Fed rate cut, Tax Planning: withholding, Tax Planning: harvesting capital losses or gains, Tax planning: Roth accounts, Retirement planning: 401(k) contributions, income limit for Roth IRA contribution, Holiday budget planning, Election impact on markets and Open enrollment.

Episode Description

The seasons are changing which means it's time to tackle those year-end financial tasks. Amanda & Emily talk tax planning, retirement planning, budgeting, and what to expect for the rest of 2024. What's on your to-do list before we hit 2025?

Topics Covered: Fed rate cut, Tax Planning: withholding, Tax Planning: harvesting capital losses or gains, Tax planning: Roth accounts, Retirement planning: 401(k) contributions, income limit for Roth IRA contribution, Holiday budget planning, Election impact on markets and Open enrollment.

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