Year-End Retirement & Tax Planning

The Retirement Show: Your Life, Your Money with Scott Sierens

As we move into the fourth quarter of the year, now is the time to be looking ahead and determining what year-end tax planning and retirement planning opportunities and strategies might be available to you. Evaluating where you are today and making the necessary changes can have a very positive impact on your financial position moving forward. Regardless of your situation, this episode will help you identify some areas that you should be discussing with your financial advisor before the year ends.

Key discussion points in this episode:

• The difference in tax planning and the tax preparation you do each year.
• How we produce tax projections and why that’s a key part of tax planning.
• The six different ways you can maximize your retirement planning accounts.
• Should you consider a Roth conversion this year?
• The other items like charitable donations, tax withholdings, medical expenses, tax loss harvesting and more.

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