Ultimate Year-End Tax Planning Tips for 2024

Описание: Questions? Call or text Rob and Archie at 304-876-2619 or reach them at www.hoxtonpm.com.

If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/las...

Let's talk taxes! In this episode of Last Paycheck Podcast, CFP professionals Archie Hoxton and Rob Hoxton dive into essential year-end tax planning strategies to help you maximize your financial health. As the year rapidly comes to a close, they discuss key moves that could make a significant difference when filing for the 2024 tax year. Topics include the anticipated changes in tax legislation, optimizing traditional IRA contributions, the power of Health Savings Accounts (HSAs), and the benefits of 529 college savings plans.

They also explore smart charitable giving strategies through donor-advised funds and Qualified Charitable Distributions (QCDs). This episode is packed with actionable insights to reduce your tax burden and enhance your financial strategy, making it a must-listen for anyone looking to take control of their financial future. Tune in and get expert advice from Certified Financial Planners dedicated to helping you retire and stay retired.

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com 

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.

00:00 Introduction
00:40 Tax planning
03:00 Moves to make before the end of the year
04:20 Procrastination
06:27 HSA
07:45 529 - College savings
09:43 Donating to charity
13:52 QCDs
15:22 Conclusion

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