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Connecting the Dollars by Propel Financial Advisors
11 minutes 59 seconds
1 year ago
Fall Financial Planning Checklist
The seasons are changing which means it's time to tackle those year-end financial tasks. Amanda & Emily talk tax planning, retirement planning, budgeting, and what to expect for the rest of 2024. What's on your to-do list before we hit 2025?
Topics Covered: Fed rate cut, Tax Planning: withholding, Tax Planning: harvesting capital losses or gains, Tax planning: Roth accounts, Retirement planning: 401(k) contributions, income limit for Roth IRA contribution, Holiday budget planning, Election impact on markets and Open enrollment.
Connecting the Dollars by Propel Financial Advisors
