Description

As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. In this two-part episode, Ben and Dan will cover what you need to know and think about before we head into the new year. Last episode, we focused on updates regarding Social Security, and today, we’ll shift our focus to year-end planning from a tax perspective.

With significant changes in tax laws on the horizon for 2025, it’s more important than ever to be proactive and plan ahead. 

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

• Why 2025 is an important year for tax planning
• How the upcoming election could impact tax laws
• Considering Roth conversions + year-end contributions to employer-sponsored plans
• The benefits of HSAs for early retirees + determining the right time to take RMDs
• The importance of tax loss harvesting at the end of the year

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