• 7 Year-End Tax Moves For Pre-Retirees, #221

  • Oct 1 2024
  • Length: 20 mins
  • Podcast

7 Year-End Tax Moves For Pre-Retirees, #221

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  • Summary

  • It can be overwhelming to think about what you can do to minimize your tax burden. That’s why, in last week’s episode, we covered 7 year-end tax moves for retirees. This week, we’ll tackle what those nearing retirement need to dive into at the end of every calendar year. We all need to be mindful of how our decisions impact our tax burden and this is a great place to start!

    You will want to hear this episode if you are interested in...
    • [1:16] Tip #1: Maximum your contributions to your retirement plans
    • [4:05] Tip #2: Consider a Mega Backdoor Roth IRA
    • [7:30] Tip #3: Do a Roth conversion
    • [11:52] Tip #4: Make charitable contributions
    • [14:15] Tip #5: Exercise non-qualified stock options
    • [15:07] Tip #6: Max out your FSA contributions
    • [17:14] Tip #7: Max out your HSA contributions
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel

    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact



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