October 24, 2023

18. 5 End of Year Tax Planning Opportunities

In this episode, I talk about five key tax planning opportunities to consider before the end of the year to lower your lifetime tax bill.

Time Stamps:

00:00-01:41: Intro

01:41-3:24: Withholdings and Estimated Payments

3:24-6:46: Capital Loss and Gain Harvesting

6:46-8:36: Roth Conversions

8:36-9:52: Retirement and HSA contributions

9:52-12:18: Charitable Contributions

12:18-13:41: Conclusion


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