254. Closing the Year Strong: Key Financial Moves Before Year-End

A Wiser Retirement®

Discover how to make your investments work smarter, not harder, with tax-efficient strategies. In this episode of A Wiser Retirement® Podcast, we tackle the big questions, like whether Roth conversions make sense for you, especially if you're in a low tax bracket now but anticipate higher income later. We also explore the potential of direct indexing for larger accounts and the often-overlooked benefits of FSAs and HSAs. This episode is packed with practical advice and insights to help you navigate which financial moves you should make before year-end.
Related Podcast Episodes:
- Ep 196: Your Year-End Financial Planning Checklist
- Ep 190: Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season
Related YouTube Videos:
- Reduce Your Taxes and AGI by Giving to Charity
- What is the best way to take your RMD?

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This podcast was produced by Wiser Wealth Management. Thanks for listening!

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1. Tax Planning Tips for Retirement (00:00:00)

2. Tax Efficiency Strategies for Investors (00:12:07)

3. Year-End Tax Planning Strategies (00:18:19)

4. Tax Planning Strategies for Business Owners (00:30:32)