Our topic on this episode of the Ready for Retirement podcast is “6 "Hidden" Tax Savings Opportunities Before Year End”.

Maximizing tax savings can be one the greatest ways to save money; James gives a checklist of six things we should review for tax savings before 2020 comes to a close.

Should I take an itemized deduction or standard deduction? When is it best to do charitable giving? How can I lower my future taxable income with a Roth conversion? Is my stimulus check taxable? Listen to find out all of this and more to best take advantage of your tax situation and ensure you’re on track to meet your financial goals.

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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6 "Hidden" Tax Savings Opportunities Before Year End 20:25 Share

Ready For Retirement

Shownotes Transcript

6 "Hidden" Tax Savings Opportunities Before Year End