Ep 76: Year-End Retirement and Tax Strategy Planning (Part 2)


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By Scott Sierens. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Just like we prepare our houses and lawns for the winter, we need to do the same for our finances. A lot of financial institutions have a Dec. 31 deadline to take action, so we want to make sure you’re prepared.

Today is part 2 of our year-end retirement and tax strategy planning series. We’ll share more strategies you should consider before the end of this year to help put yourself in the best position possible to help reduce your taxes, avoid unnecessary IRS penalties, and build long-term wealth.

Here’s a little of what you’ll learn in this episode:

  • Why required minimum distributions need to be part of your year-end planning. (5:06)
  • Have you withheld enough in federal taxes? We can help you with that year-end review. (7:45)
  • If you give to charities, there might be some tax-saving strategies available to you. (12:33)

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

89 episodes