))
Four Money Considerations for 2024 Year-End
Manage episode 455784286 series 2815037
コンテンツは Shawn Terrell によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Shawn Terrell またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode of Dentists, Puns, and Money, host Shawn Terrell discusses essential financial considerations for dentists as they approach the end of 2024. He emphasizes the importance of planning for taxes, including converting to a Roth IRA, understanding required minimum distributions, and utilizing tax loss harvesting strategies. Shawn also highlights the significance of being aware of income thresholds that could affect tax brackets and offers a downloadable checklist for listeners to help them stay organized during the busy holiday season.
--------------------------
Takeaways
- Consider converting some portion of tax deferred accounts to Roth IRAs before year-end.
- Ensure required minimum distributions are taken to avoid penalties.
- Tax loss harvesting can help offset gains in taxable investments.
- Be aware of income thresholds that may affect tax rates.
- Maximize contributions to health savings accounts and retirement plans.
- Charitable contributions can be made in a tax-efficient manner.
- Planning ahead can save money on taxes in the long run.
- Utilize available resources and checklists for financial planning.
- Stay informed about changes in tax laws and regulations.
- The holiday season is a good time to review financial goals.
-----------------------------
------------------------------
Dentist Exit Planning:
Website: dentistexit.com
Email Shawn at: [email protected]
Sign-Up for Dentist Exit Email Newsletter
-------------------------------
Follow Dentist Exit on Social Media:
99 つのエピソード
シェア
