Hosts Rob Lovaglio and Trevor "Truck" Bell walk through a concise year-end financial checklist for closing out 2025. They explain tax loss harvesting to offset gains, the importance of maxing out qualified accounts (IRAs/Roth IRAs) before deadlines, required minimum distributions for those 73 and older, and running a portfolio stress test to reassess risk and allocations.
Listeners will learn practical actions to reduce taxes, avoid penalties, and ensure their portfolio allocation and contributions are in order before the new year.
Version: 20241125
No comments yet. Be the first to say something!