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2024's Best Stocking Stuffer: Financial Freedom (PART 2)
Manage episode 456427440 series 3469266
A tartalmat a David Dickens biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a David Dickens vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Join David for part two of our series on 2024 stocking stuffers for financial freedom. In this episode, we explore five actionable financial tips to help you wrap up the year and prepare for a prosperous 2025. From managing debt effectively to considering Roth conversions and utilizing Qualified Charitable Distributions, this episode will give you some areas to focus on.
Here’s some of what we discuss in this episode:
- The number of people that carry credit card debt is pretty shocking.
- Consider Roth conversions to help reduce taxes in the future.
- QCDs are a fantastic way to not pay taxes on money that is otherwise definitely going to come out of your IRA.
- Why you need to be reviewing your plan annually.
- Don’t forget your Roth contributions!
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
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