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Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Year-End Retirement & Tax Planning

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Manage episode 378865771 series 2891513
Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

As we move into the fourth quarter of the year, now is the time to be looking ahead and determining what year-end tax planning and retirement planning opportunities and strategies might be available to you. Evaluating where you are today and making the necessary changes can have a very positive impact on your financial position moving forward. Regardless of your situation, this episode will help you identify some areas that you should be discussing with your financial advisor before the year ends.

Key discussion points in this episode:

  • The difference in tax planning and the tax preparation you do each year.
  • How we produce tax projections and why that’s a key part of tax planning.
  • The six different ways you can maximize your retirement planning accounts.
  • Should you consider a Roth conversion this year?
  • The other items like charitable donations, tax withholdings, medical expenses, tax loss harvesting and more.

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: [email protected]

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

165 episodes

Artwork
iconShare
 
Manage episode 378865771 series 2891513
Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

As we move into the fourth quarter of the year, now is the time to be looking ahead and determining what year-end tax planning and retirement planning opportunities and strategies might be available to you. Evaluating where you are today and making the necessary changes can have a very positive impact on your financial position moving forward. Regardless of your situation, this episode will help you identify some areas that you should be discussing with your financial advisor before the year ends.

Key discussion points in this episode:

  • The difference in tax planning and the tax preparation you do each year.
  • How we produce tax projections and why that’s a key part of tax planning.
  • The six different ways you can maximize your retirement planning accounts.
  • Should you consider a Roth conversion this year?
  • The other items like charitable donations, tax withholdings, medical expenses, tax loss harvesting and more.

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: [email protected]

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

165 episodes

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