In this episode, Jess Inskip and Jessie DeNuit discuss essential year-end financial strategies, focusing on retirement account deadlines, tax optimization moves, charitable contributions, and even personal finance tips - for all ages and income levels.
 
Be proactive with your financial planning to avoid penalties and maximize tax benefits. You’ll learn various year-end financial strategies, including: 

• FSA and HSA Reminders
• Income Deferral Strategies for Freelancers 
• Employer-Related Benefits and Deadlines
• 529 Plans for the Kids
• Tips for Reviewing Debt and Spending 
• Planning for Future Financial Health

Resources:

IRS Contribution Limits
Required Minimum Distributions (RMDs)
Tax-Loss Harvesting
Charitable Giving Rules
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
529 Education Savings Plans
 

Looking for unbiased, curated financial insights delivered straight to your inbox? Subscribe to the 1440 Business & Finance Newsletter, our trusted sponsor, and elevate your financial literacy—it's free and bi-weekly!
This ad is sponsored by 1440 Business and Finance.

Support the show

Ask Us a Question, Leave a Review, Follow, Subscribe:
🔗All Market MakeHer Links 🔗
👀 ⁠ ⁠⁠YouTube Channel⁠⁠⁠ 👀
✨ Jess Inskip: ⁠TikTok⁠ ⁠Instagram⁠ ✨
✨ Jessie DeNuit: ⁠TikTok⁠ ⁠Instagram⁠ ✨

About Us 🌚🌞
Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend, a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We teach complex investing topics in a different way - from "Her" perspective.

Important Disclosures:
Investing involves risk. There is always potential to lose money when investing in securities. Market MakeHer LLC provides educational content and resources for informational purposes only. We are not registered financial advisors & do not provide personalized investment advice. Consult with a licensed financial advisor before making investment decisions.