Year-end is upon us. The time to plan reduce your 2024 taxes and get your financial house in order is now, not after we turn the calendar page to 2025 and you can no longer act! Here is our year-end financial planning tips checklist with items that you should consider before the end of the year.

1:40 - Election Recap and Implications for Investors

3:19 - Retirement Account Planning and Contributions for IRAs and 401ks

5:12 - How to Reduce Taxes on Required Minimum Distributions (RMDs)

5:46 - ROTH Conversions

6:57 - Flex Spending Accounts (FSAs)

8:04 - Health Savings Accounts (HSAs)

9:41 - Mutual Fund Distributions / "Phantom" Distributions

11:28 - Tax Loss Harvesting

12:28 - Income Planning

14:19 - Charitable Giving Strategies

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