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RL140 — 16 Financial Steps to Take before Year End
Manage episode 345346708 series 3197371
Contenuto fornito da Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Today on the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson go through strategies you can implement to refine your year-end financial plan, set goals for next year, and minimize taxes for this year. They discuss the benefits of planning for major life changes, tax loss harvesting, and the new kid in the block Qualified Charitable Distribution.
[01:45] Year-end Planning
[02:01] Time to Update Your Financial Plan
[04:50] Planning for Major Life Changes
[05:18] Reviewing Liabilities on Your Balance Sheet
[09:54] Lending Money to the Companies and the Government
[13:04] Assessing Asset Allocation Before Year-end
[15:31] Difference Between Investment Planning and Having a Plan
[17:00] Insurance Reviews and Estate Planning
[18:50] A Good Time to Give To Family and Charity
[24:57] The Benefits of Gifting Highly-Appreciated Securities
[25:48] What is a Qualified Charitable Distribution?
[28:57] Funding Future Giving Using Donor-Advised Funds
[32:35] Now is a good time for Roth conversions
[33:19] Understanding Tax loss harvesting
[39:00] Withdrawing the Required Minimum Distributions Before the Year Ends
[39:50] Why You Need to Protect Yourself Against
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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