As the year comes to a close, it’s time to take control of your financial planning and make the most of the opportunities available before 2025 arrives.

In this episode, we’re diving into five essential end-of-year strategies to help streamline your investments, optimize taxes, and plan for a financially sound future.

We’ll define and weigh the pros and cons of:

1. Backdoor Roth Conversions
2. Donor-Advised Fund (DAF) Accounts
3. Donating Appreciated Stocks
4. Qualified Charitable Distributions (QCDs)
5. Key Considerations for 1099 Employees

Whether you’re preparing for retirement, looking to maximize your charitable giving, or navigating self-employment as a 1099 worker, this episode is packed with actionable insights. Pair this advice with guidance from your CPA, and you’ll be ready to wrap up 2024 with confidence.

Here’s to wise planning and a prosperous new year!

Brett Pattison and Spencer Nelson

*All investing is subject to market risk, including the loss of principal. Past performance is not a guarantee of future results and there is no guarantee that any investment strategy will achieve its objectives. It is not possible to invest directly in an index.
This podcast is for general and educational purposes only and is not intended to constitute legal, tax, securities or investment advice regarding any particular fund, strategy or security or a recommended course of action in any given situation. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Opinions contained herein should not be interpreted as a forecast of future events or a guarantee of future results.
The S&P 500 Index or the Standard & Poor’s 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The S&P 500 is a float-weighted index, meaning company market capitalizations are adjusted by the number of shares available for public trading. Note: Investors cannot invest directly in an index. These unmanaged indices do not reflect management fees and transaction costs that are associated with most investments.