Year-End Retirement Tax Checklist

Описание: As the year comes to a close, having a clear Year end tax checklist can make a meaningful difference in how much you keep and how confident you feel heading into the new year. In this video, we walk through a practical Year end financial checklist designed specifically for retirees and those planning retirement, covering key deadlines and proactive strategies that can help reduce taxes and support long-term retirement goals.

We discuss the importance of the RMD deadline and how Required minimum distributions impact Retirement income tax, along with smart Tax loss harvesting and Capital gains tax planning opportunities that may still be available before year-end.

You’ll also learn how Charitable giving strategies can play a role in tax-efficient Retirement Planning, including the use of a Qualified charitable distribution, a Donor advised fund, and a Donor advised fund to align giving with your financial plan. We explore why a Health savings account strategy and a Health savings account strategy can be a powerful tool for both current and future healthcare costs, especially when you’re focused on retiring comfortably and working to secure your retirement.

Whether you are already in retirement, looking to plan for retirement, or building your own retirement checklist, this video is designed to help you feel more confident about planning retirement and taking the right steps toward a more tax-efficient future.

#YearEndRetirementTaxChecklist #Retirementplanning #Secureyourretirement

To get more retirement tips visit www.POMwealth.net/blog and register for the free online Master Class - 3 Keys To Secure Your Retirement

Listen to our podcast "Secure Your Retirement" https://pomwealth.net/podcast/

🔴 Subscribe for more content on YouTube:    / @secureyourretirement  

😀 Say hi on social:
Facebook:   / pomwealth  
Instagram:   / radonstancilcfp  
LinkedIn:   / radonstancil  

   • Year-End Retirement Tax Checklist