The Year-End Tax Checklist: 3 Things Every Successful Family Should Do Before December 31st
Here’s what we discuss in this episode:
📅 Fourth Quarter Focus: why smart planning starts before year-end
📉 Tax Loss Harvesting: turning market losses into future tax savings
💼 Employer Plans: maximizing 401(k), profit sharing, and cash balance opportunities
🎁 Giving with Purpose: charitable strategies that create impact and efficiency
✅ Year-End Moves:
key actions to reduce your tax bill and boost confidence
Don’t be that family staring at last year’s tax bill in April, wishing you’d planned ahead. Rob reveals three powerful year-end strategies and a five-step checklist packed with actionable moves you can make before December 31. A few smart choices today could save you thousands, and help you keep more of what you’ve built.
Go inside the episode:
0:00 - Intro
1:36 – Fourth Quarter Tax Planning Strategies
2:29 – #1: Tax Loss Harvesting
4:07 – #2: Maximizing Employer Plans
5:47 – #3: Giving with Intention
7:32 – Five Moves to Make Before Year-End
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