8 Tax Strategies To Consider Before Year-End

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb, CFP®, MBA

Entrepreneurship, Investing, Business, Careers, How To Retire, Retirement Planning, Stock Investing, Real Estate Investing, Retirement, Personal Finance, Save On Taxes, Early Retirement

4.7 • 583 Ratings

🗓️ 25 November 2024

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

Tax Strategies Before Year-End -> Consider These 8! Create Your Custom Early Retirement Strategy Here Get access to the same software I use for my clients and join the Early Retirement Academy here Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Transcript

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0:00.0	I started the early retirement podcast because there was not enough people talking about tax
0:05.0	planning when it comes to an early retirement.
0:07.5	You have an opportunity.
0:08.8	Your income is often very low because there's no social security.
0:12.6	Your required distributions have not started yet.
0:15.2	Maybe there's rental income.
0:16.6	Maybe there's part-time income.
0:17.9	Maybe you're still working.
0:19.6	But more often than not, you're
0:21.0	wondering, hey, what should I do when I maybe 60 or 61 and I've got a few years before
0:26.8	Social Security gets turned on? Can't I optimize in that time? So today's episode is going to be
0:32.5	about tax planning before the end of the year. Right now, as I'm recording this, we've got about two months
0:38.5	left before right away. We are now in 2025. How weird does that sound? And I'm going to give you
0:45.0	the tax strategies that I go over for my clients that want to, of course, save on taxes, which is
0:50.8	every single one of them. So generally, I'll introduce my tax planning checklist
0:56.8	in the summer because tax planning should not wait until the end of the year, but there are
1:01.8	certain things by the end of the year you want to review and certain things you actually
1:05.6	want to wait for and not implement. And I'm going to talk about those today. If you don't already
1:10.6	know, my name is Ari Taublieb. I'm a certified financial planner. I'm going to talk about those today. If you don't already know, my name is
1:11.4	Ari Taalbib. I'm a certified financial planner. I'm the host of the early retirement podcast,
1:16.7	and I'm the vice president en route. If you are listening to this podcast episode on the podcast
1:21.7	apps, great. If you're watching this right now on YouTube, I love it because you can see what
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