Year-End Financial Checklist
Update: 2025-10-19
Description
Don't let valuable tax-saving opportunities slip away as the calendar year closes; this episode walks you through the essential financial checkpoints you need to hit before December 31st. We cover critical year-end moves, including maximizing retirement contributions and HSA funding, performing tax-loss harvesting, and taking your Required Minimum Distributions (RMDs). Tune in for a comprehensive, last-minute checklist to reduce your tax bill, rebalance your portfolio, and set yourself up for financial success in the new year.
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