5 Tax Moves to Make Before December 31

Money Wisdom

Content provided by Johnson Brunetti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Brunetti or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

13d ago 25:48

MP3•Episode home

As the year winds down, it's the perfect moment to double-check your tax strategy and make sure you're setting yourself up for long-term savings, not just short-term deductions. Today, Nick and Jake break down five smart tax moves worth considering before December 31st. A few intentional decisions now can save you money this year and put you in a better position for the years ahead.

Here's what we discuss in this episode:

📈 Maximize retirement contributions: use the remaining weeks to hit 401(k) and IRA limits

💵 RMD Planning: avoid penalties and plan ahead for future RMD years

🎗️ Charitable giving strategies: QCDs, appreciated stock, and tax-efficient donations

🧾 Tax opportunities: pairing gains and losses to reduce what you owe

⏳ Roth conversion timing: why December 31 matters and when conversions make sense

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai

247 episodes

#Personal Finances #Lifestyle #Money #Trading #Joeljohnson #Moneywisdom #Retirement #Wealth #Business #Johnson Brunettis #CFP®