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cover of episode 5 Essential Financial Moves to Make Before 2024 Ends!

5 Essential Financial Moves to Make Before 2024 Ends!

2024/11/16
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InvestTalk

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The episode outlines five crucial financial tasks to complete before the end of 2024, including portfolio rebalancing, RMD considerations, maximizing retirement contributions, reviewing insurance coverage, and charitable deductions.
  • Rebalancing portfolios to manage risk and take advantage of market shifts.
  • Considering Required Minimum Distributions (RMDs) and tax implications.
  • Maximizing contributions to company retirement plans by December 31st.
  • Reviewing and updating insurance coverage, including health, disability, and property casualty.
  • Utilizing charitable deductions and Qualified Charitable Distributions (QCDs) to manage tax implications.

Shownotes Transcript

Maximizing retirement contributions and reviewing your investment strategy are just two of five vital tasks you should complete this year.

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