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2024 Financial Planning Year-End Checklist
Manage episode 451330016 series 3551573
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It’s getting down to crunch time in 2024 so what needs to be on your financial planning checklist before we hit the end of the year? As the year draws to a close, it's time to take a closer look at your financial plans and ensure you're on track for a secure future.
In this episode, Matt and Steve provide a comprehensive end-of-year financial checklist that covers everything from maximizing retirement contributions to exploring tax-saving strategies. You might not need to check everything off this list, but reviewing all of these areas will keep your on track for a secure financial future.
Here’s what we discuss in this episode:
0:00 – Intro
1:58 – Max contributions
3:17 – Tax-loss harvesting
5:10 – Check RMDs
7:19 – Charitable contributions
9:18 – HSA & FSA contributions
12:07 – Roth conversions
14:46 – Rebalance
16:25 – Review insurance
18:18 – Pay off debt
20:07 – Gifting strategies
Learn more about us: https://www.rwpaul.com/our-firm
Contact Matt & Steve: https://www.rwpaul.com/contact
Phone: 248-305-9911
Find us on YouTube: https://bit.ly/481OA51
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