Description

Join David for part two of our series on 2024 stocking stuffers for financial freedom. In this episode, we explore five actionable financial tips to help you wrap up the year and prepare for a prosperous 2025. From managing debt effectively to considering Roth conversions and utilizing Qualified Charitable Distributions, this episode will give you some areas to focus on.

Here’s some of what we discuss in this episode:

• The number of people that carry credit card debt is pretty shocking.
• Consider Roth conversions to help reduce taxes in the future.
• QCDs are a ​fantastic ​way ​to ​not ​pay ​taxes ​on ​money ​that ​is ​otherwise ​definitely ​going ​to ​come ​out ​of ​your ​IRA.
• Why you need to be reviewing your plan annually.
• Don’t forget your Roth contributions!

For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.