Your Financial To-Do List Before December 31st
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Your Financial To-Do List Before December 31st
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About this listen
Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already in motion.
They get into some of the details that help shape your future: RMD timing, Roth conversions in the “golden window,” how bunching charitable gifts really works, and what happens when you accidentally nudge your income above a Medicare bracket.
A friendly reminder that a little attention before December 31 can go a long way toward starting next year lighter, clearer, and better positioned.
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.
https://www.stonestepsfinancial.com/howmuch
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Ready to learn more?
- Nick Covyeau on LinkedIn
- Swell Financial
- Scott Frank on LinkedIn
- Stone Steps Financial
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Money can be confusing, but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial.