Review These 5 "To-Dos" Before Year-End

As we approach the end of the year, it's crucial to ensure your financial health is in top shape. In today’s podcast, David provides an essential checklist to help you optimize your financial strategy. Whether you're a retiree or still in the workforce, these practical tips will guide you towards a prosperous 2025.

Here’s some of what we discuss in this episode:

• Fully funding your retirement accounts.
• Remember to make a Roth IRA contribution with money earned, even as retirees.
• Rebalance before year end.
• Consider a taxable brokerage account for things you can sell at a tax loss.
• If you have an FSA, use it or lose it!

Resources for this episode:

https://www.coveryourassetskc.com/episode-177-making-investment-losses-work-for-you

 

For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.