Straight To The Point:

Welcome to the new year and the fresh start that comes with the first page of a calendar. You’ve probably been thinking a lot about areas of improvements and laid out goals for 2021, but have you thought about what you want to accomplish financially?

Chris Patterson will list out six different planning items that we recommend everyone be considering this year. Not everyone of these will impact your retirement plan but they’re all worth looking into and discussing with your advisor.

Listen to the full episode using the audio player above or click on the timestamps below to skip to a particular topic.

3:15 – Expecting another unpredictable year in 2021

4:40  – Maximize your contributions

6:19 – Review the pandemic relief packages

8:16 – Exploring possibilities for tax-loss harvesting

9:33 – Charitable contributions

11:37 – Consider purchases that could give you a tax credit

13:19 – Roth Conversion

15:48 – Making planning a priority this year


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

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