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Navigating Year-End Financial Chaos
Manage episode 448598568 series 3561349
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Jim Cipriotti discusses the importance of year-end financial planning as 2024 comes to a close. He emphasizes the need for listeners to check off their financial chores, such as maximizing contributions to 401ks and HSAs, and exploring tax strategies like tax loss harvesting. Jim also highlights the current interest rate environment and the benefits of locking in higher rates for the long term, while addressing common misconceptions about annuities.
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