Retirement Elevated Podcast with Sean Lee

End of the Year Financial Moves

December 9, 2021

What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends.


Read and get additional financial information:


What we discuss: 

1:06 - Is it too late to max out retirement contributions?

2:48 - Have you taken out your RMDs?   

4:04 - Explore tax-loss harvesting possibilities.

5:30 - Are you giving to charity?

6:55 - Will purchases give you a tax credit?

7:49 - Is a Roth conversion right for you?