Feel free to reach out if you need help with any of the items we’ll discuss today.
Topics Discussed:
- A year-end financial planning and tax list.
- Changes coming in 2024 (contributions, tax brackets, etc.).
- What you need to know about RMDs and why it’s so important you get this right.
- Accounts you may want set up before the end of the year.
- Contributions and conversions you want to do before the end of the year.
- Estimated tax payments and how to project what your tax return may look like.
- What you need to use before you lose it at the end of the year.
- How it pays to plan.
Resources Mentioned:
Tags
year-end planning, year-end finances, ER doctors, ER docs, emergency doctor, financial planning, financial plan,
