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2024's Best Stocking Stuffer: Financial Freedom (PART 2)
Manage episode 456427440 series 3469266
David Dickens에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Dickens 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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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