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
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