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Listen "020 - Year End Tax Planning You Should Know"
Episode Synopsis
Know your retirement funding deadlines: 12/31 - Last day to pay itemized deductions, establish a solo 401k, complete contributions to employer 401k IRAs, Roth IRAs - 4/15/20 SEPs tax filing deadline Maximize 401k and HSA Evaluate capital gains / losses in taxable accounts Loss carry forward? Tax loss or tax gain harvesting Will you itemize your deductions? Standard vs itemize What can you deduct? Lump deductions Check your withholding Make estimated payments Review eligibility of 199A pass through - Qualified Business Income Take your RMD If you don’t need your RMDs, consider a Qualified Charitable Gift from your IRA. Contribute to 529s LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here
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