254. Closing the Year Strong: Key Financial Moves Before Year-End
- 254. Closing the Year Strong: Key Financial Moves Before Year-End Wiser Wealth Management 38:30
Discover how to make your investments work smarter, not harder, with tax-efficient strategies. In this episode of A Wiser Retirement® Podcast, we tackle the big questions, like whether Roth conversions make sense for you, especially if you're in a low tax bracket now but anticipate higher income later. We also explore the potential of direct indexing for larger accounts and the often-overlooked benefits of FSAs and HSAs. This episode is packed with practical advice and insights to help you navigate which financial moves you should make before year-end.
Related Podcast Episodes:
– Ep 196: Your Year-End Financial Planning Checklist
– Ep 190: Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season
Related YouTube Videos:
– Reduce Your Taxes and AGI by Giving to Charity
– What is the best way to take your RMD?
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