The Financial Calendar

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.
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Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.

Additionally, Dale will discuss utilizing tax loss harvesting to offset gains, the benefits of qualified charitable distributions, and leveraging tax credits.  He’ll also talk about whether Roth Conversions might be the right choice for you. Tune in and learn how to make the most of each calendar year in your financial planning journey!

Here’s what we’ll talk about in this episode:

  • Maxing out retirement contributions throughout the calendar year. [1:28]
  • Being proactive with your RMDs. [2:18]
  • What is tax loss harvesting?[4:54]
  • What is a qualified charitable distribution? [6:20]
  • Considering purchases throughout the year that might give you a tax credit. [7:52]
  • Does a Roth conversion make sense for you? [9:07]

If you have any questions about what we discussed in this episode, reach out and we’ll be happy to answer them.

 

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dale@tondrykfinancial.com

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