Sep 03 2024 27 mins 1
In this episode of the 'Retire Early Retire Now' podcast, host Hunter Kelly from Palm Valley Wealth Management discusses essential tax-saving strategies and deadlines to consider before the year ends. Topics covered include maximizing 401k and IRA contributions, Roth IRA conversions, required minimum distributions (RMDs), capital gains or losses harvesting, utilizing flexible spending accounts (FSA), and donor-advised funds for charitable giving. The host emphasizes the importance of preparing early to avoid last-minute issues and provides advice on rebalancing investments and managing tax withholdings. He also introduces tax-saving tools and services offered by Palm Valley Wealth Management.
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PalmValleywm.com
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