Ep 31: End of Year Financial Checklist

We’re all ready to put an end to 2020 and turn the calendar to a new year, but first things first. Let’s look at the end of year planning conversations you should be having with your advisor before January 1.
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The Game Plan

We’ve finally reached the final few weeks of 2020 and many of us are ready to say goodbye to the year.

Even though we all have plenty going on, it’s important to take a close look at your finances to see what moves or adjustments you need to make before the end of the year. Join us on this episode as Dale shares six different planning items that need to be on your financial checklist.

Listen to the full episode or click on the timestamps below to skip around to specific topics.

The X’s & O’s

Check out the timestamps below to skip around to specific topics on the show.

[2:34] – Item 1: Should we max out contributions?

[4:10] – Item 2: Reviewing CARES Act and RMDs

[5:35] – Tax considerations for waiting on RMDs

[6:51] – Item 3: Exploring Tax-Loss Harvesting

[7:57] – Item 4: Charitable contributions

[9:48] – Item 5: Purchases that would give you a tax credit

[12:08] – Item 6: Roth Conversion Conversation

[16:03] – Thanks for a great 2020

 

“For those of you that have a really good income and don’t really need to take RMDs, then don’t take them. Let them accumulate in your retirement plan.”

– Dale Tondryk

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June 1, 2023

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.

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Ep 87: Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about.

May 4, 2023

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com

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