Smart Financial Planning Moves Before Year End, Part I

There's only four weeks left in 2017, but that's plenty of time to make some smart financial planning moves before the year is over. Yes, I know everyone is in the thick of the holiday season, and you've got a host of things to check off your to-do list. But remember, once the year closes, you can't go back. That means time is of the essence if you want to take a few steps to minimize your tax liability, and maximize your balance sheet. Let's face it, even if tax reform legislation passes, it's most likely not going to help you. In fact, depending on the state you live in and the income you earn, I suspect many listeners may end up paying more in taxes than they did before tax reform. In this episode of the Doug Fabian Podcast, I tell you about several ways, and several last-minute moves, you can make to help minimize your tax profile this year. Have you maximized your retirement plan contributions? Have you maximized your charitable deductions? What about funding a Roth IRA? What about a Roth IRA conversion? These are just some of the helpful financial planning moves you can make before year end.

You can listen to Smart Financial Planning Moves Before Year End, Part I online on Radio and Podcast. Open the player on this page to stream the available audio.

Smart Financial Planning Moves Before Year End, Part I is an episode from Doug Fabian’s ETF Strategies.

This episode is 22:41 long.

This episode was published on Dec 2, 2017.

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