Year-End Financial Planning: Giving, Taxes, & Long-Term Planning – Season 2, Ep. 1

Your Retirement Blueprint Podcast is back for Season 2! We have so many exciting things planned for this season of the podcast, including some incredible guests that we’re eager to introduce you to.

As we approach the end of the year, this is a time when many of us revisit our goals, look over where we’re at, and consider shifts we need to make.

In this episode, we want to invite you to revisit your goals and your plan for reaching them. By considering tax-beneficial investment opportunities, giving strategies, and the value of long-term planning, you could be more likely to reach and even exceed your financial goals.

Enjoy the episode!






Key Takeaways:

1) “There’s a tax train coming down the tracks, and we need to get you off of it.” From putting a plan in place for Roth Conversions to strategic end-of-year tax planning, there are a lot of tax opportunities right now while many taxes are historically low.

2) Giving Considerations. If you are over 70, you can leverage the required minimum distributions from your IRA or Roth IRA to give in a tax-efficient way. There are many strategies, such as utilizing a donor-advised fund, that you can also leverage if you are younger than 70.

3) Leverage experts in your planning. Make sure you are surrounded by people who can support you in developing a cohesive and strategic financial plan, such as a Financial Advisor and a CPA. You don’t have to navigate this alone!


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