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Year-End Financial Checklist: Maximize 401K Contributions & Tax Efficiency
Manage episode 407502728 series 3561344
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As we step into the final quarter of the year, it's time to take stock of your financial situation and ensure you're making the most of your retirement plans. Morningstar's Christine Benz suggests one essential box to check: maximizing your 401K contributions. For those over 50, this can mean contributing up to $30,000 in 2023.
But the financial checklist doesn't end there. Explore ways to leverage Traditional and Roth IRAs, health savings accounts, and qualified charitable distributions (QCDs) to enhance your retirement planning and minimize tax liabilities. Learn how smart tax planning can lead to significant savings and a brighter financial future.
If you're concerned about paying high taxes or want to leave a lasting legacy for your heirs, this podcast offers valuable insights and tips. Join us for a thoughtful discussion on financial strategies to implement before the year-end, so you can start saving on January 1. For more details and personalized advice, visit Integrity Retirement Solutions at integrityretirementsolutions.com.
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