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2024 Financial Planning Year-End Checklist
Manage episode 451330016 series 3551573
Inhoud geleverd door Matt Paul & Steve Paul, Matt Paul, and Steve Paul. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Matt Paul & Steve Paul, Matt Paul, and Steve Paul of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
It’s getting down to crunch time in 2024 so what needs to be on your financial planning checklist before we hit the end of the year? As the year draws to a close, it's time to take a closer look at your financial plans and ensure you're on track for a secure future.
In this episode, Matt and Steve provide a comprehensive end-of-year financial checklist that covers everything from maximizing retirement contributions to exploring tax-saving strategies. You might not need to check everything off this list, but reviewing all of these areas will keep your on track for a secure financial future.
Here’s what we discuss in this episode:
0:00 – Intro
1:58 – Max contributions
3:17 – Tax-loss harvesting
5:10 – Check RMDs
7:19 – Charitable contributions
9:18 – HSA & FSA contributions
12:07 – Roth conversions
14:46 – Rebalance
16:25 – Review insurance
18:18 – Pay off debt
20:07 – Gifting strategies
Learn more about us: https://www.rwpaul.com/our-firm
Contact Matt & Steve: https://www.rwpaul.com/contact
Phone: 248-305-9911
Find us on YouTube: https://bit.ly/481OA51
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