The Retirement Playbook with Dale Tondryk

Ep 31: End of Year Financial Checklist

December 17, 2020

We’re all ready to put an end to 2020 and turn the calendar to a new year, but first things first. Let’s look at the end of year planning conversations you should be having with your advisor before January 1.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-31-end-of-year-financial-checklist/1374/ 

 

What we discuss on this show: 

2:34 – Item 1: Should we max out contributions?

4:10 – Item 2: Reviewing CARES Act and RMDs

5:35 – Tax considerations for waiting on RMDs

6:51 – Item 3: Exploring Tax-Loss Harvesting

7:57 – Item 4: Charitable contributions

9:48 – Item 5: Purchases that would give you a tax credit

12:08 – Item 6: Roth Conversion Conversation

16:03 – Thanks for a great 2020