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
---
Download the Ultimate Military Finance Checklist, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.
Think you might need some financial help? Book an intro call with me to see if we would be a mutual fit.
Questions or comments, drop me a note at: erik@baskinfp.com