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Year-End Tax Planning Strategies (While You Still Can!)
Manage episode 452606350 series 3281815
Brooklyn FI에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Brooklyn FI 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.
In this episode of The Liquidity Event, hosts AJ and Shane tackle year-end tax planning strategies (what you can still do!).
They break down:
The importance of optimizing tax-advantaged accounts like 401(k)s, Roth IRAs, and HSAs
The debate around charitable giving for young professionals
Smart timing for exercising stock options and equity compensation
Tax loss harvesting opportunities in volatile markets
Important deadlines and why December planning is crucial
Plus, they explore the "Christmas problem" - the challenges of executing stock trades during the holiday season, and share practical tips for avoiding last-minute scrambles with equity compensation.
AJ & Shane also discuss the evolving role of charitable giving, with Shane offering a contrarian view on early-career donations while AJ advocates for strategic giving through appreciated securities.
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