Important Year-End Tax Planning, Ep #177
As the year comes to a close, it's the perfect time to review your financial strategy and make the most of every opportunity to optimize your tax situation. In this episode of Retirement Made Easy , we're diving into practical, actionable year-end tax planning tips to help you finish the year strong. You'll learn how tax-loss harvesting can save you money, when a Roth conversion might be a smart move, and how charitable giving, 529 plans, and IRA contributions could work in your favor. We'll also cover key considerations for retirees and why taking a close look at where you stand for the year is so important. Take charge of your year-end planning today . You will want to hear this episode if you are interested in... [1:30] Submit a question at RetirementMadeEasyPodcast.com! [2:27] Can you take advantage of tax-loss harvesting? [4:41] Are you able to make any Roth conversions? [9:54] Charitable giving, 529 plans, and IRA contributions [12:30] Considerations for someone already retired [13:44] Where do you stand for the year? Resources & People Mentioned 3 Steps to Retirement Planning Connect With Gregg Gonzalez Email at: Gregg.gonzalez@lpl.com Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made EasyOn Apple Podcasts , Spotify , Google Podcasts