Proactive Year-End Financial Planning for 2024 (Ep. 128)

By Wealth Is In the Details | December 4, 2024

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The end of the year brings a crucial opportunity to review and optimize financial plans.

In this episode of The Wealth Is In The Details Podcast, Peter Raskin dives into year-end financial planning strategies to keep you ahead of the curve.

Understanding your tax brackets, planning for capital gains and losses, and utilizing charitable contribution strategies are pivotal in managing your finances efficiently.

Whether you’re dealing with capital gains, preparing for retirement, or ensuring your estate plan is in order, there’s actionable advice for everyone looking to secure their financial future.

Peter discusses:

Tactics to strategically manage capital gains and losses to optimize your tax situation
The importance of understanding tax brackets and how they influence your financial planning
Effective approaches to charitable planning and how they can impact your overall tax strategy
The implications of IRMAA on your Medicare premiums and how to manage income triggers effectively
And more!

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Disclosure:

This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.