Fall Financial Planning Checklist - Connecting the Dollar...

What this episode covers

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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Frequently Asked Questions

How long is this episode of Connecting the Dollars by Propel Financial Advisors?

This episode is 11 minutes long.

When was this Connecting the Dollars by Propel Financial Advisors episode published?

This episode was published on October 28, 2024.

What is this episode about?

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...

Can I download this Connecting the Dollars by Propel Financial Advisors episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.