In this episode of Something More with Chris Boyd, Chris and Russ Ball dive into the essential strategies you should be considering before December 31st. From navigating Required Minimum Distributions (RMDs) and Roth conversions to maximizing retirement contributions and leveraging Qualified Charitable Distributions (QCDs), this episode is packed with actionable insights.
Use QCDs to reduce taxable income
Harvest tax losses and manage capital gains
Maximize work plan contributions (including the new "super catch-up"!)
Plan Roth conversions strategically
Revisit Medicare Advantage options
Update beneficiaries and estate plans
#YearEndPlanning #FinancialFreedom #RMDs #RothConversion #TaxSmart #RetirementPlanning #QCD #CapitalGains #EstatePlanning #MedicareEnrollment #FinancialAdvisor #WealthEnhancement #ChrisBoydPodcast #MoneyMattersPopular Podcasts
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