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Smart Financial Planning Moves Before Year End, Part I

Smart Financial Planning Moves Before Year End, Part I

Released Saturday, 2nd December 2017
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Smart Financial Planning Moves Before Year End, Part I

Smart Financial Planning Moves Before Year End, Part I

Smart Financial Planning Moves Before Year End, Part I

Smart Financial Planning Moves Before Year End, Part I

Saturday, 2nd December 2017
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There’s only four weeks left in 2017, but that’s plenty of time to make some smart financial planning moves before the year is over.

Yes, I know everyone is in the thick of the holiday season, and you’ve got a host of things to check off your to-do list. But remember, once the year closes, you can’t go back.

That means time is of the essence if you want to take a few steps to minimize your tax liability, and maximize your balance sheet.

Let’s face it, even if tax reform legislation passes, it’s most likely not going to help you. In fact, depending on the state you live in and the income you earn, I suspect many listeners may end up paying more in taxes than they did before tax reform.

In this episode of the Doug Fabian Podcast, I tell you about several ways, and several last-minute moves, you can make to help minimize your tax profile this year.

Have you maximized your retirement plan contributions? Have you maximized your charitable deductions? What about funding a Roth IRA? What about a Roth IRA conversion?

These are just some of the helpful financial planning moves you can make before year end.

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