Know your retirement funding deadlines:
- 12/31 - Last day to pay itemized deductions, establish a solo 401k, complete contributions to employer 401k
- IRAs, Roth IRAs - 4/15/20
- SEPs tax filing deadline
- Maximize 401k and HSA
- Evaluate capital gains / losses in taxable accounts
- Loss carry forward?
- Tax loss or tax gain harvesting
- Will you itemize your deductions?
- Standard vs itemize
- What can you deduct?
- Lump deductions
- Check your withholding
- Make estimated payments
- Review eligibility of 199A pass through - Qualified Business Income
- Take your RMD
- If you don’t need your RMDs, consider a Qualified Charitable Gift from your IRA.
- Contribute to 529s
LET'S CONNECT!
James
Scott
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