On today’s episode I’ll help you set yourself up for potential success in 2025 and beyond with my top three year-end financial planning strategies. I’ll talk about maximizing your retirement savings, whether through a 401(k), IRA, or Roth IRA, and I’ll walk you through the deadlines and strategies for both employees and business owners. How might a strategy like tax-loss harvesting help you mitigate capital gains taxes? Why is it crucial to understand the wash sale rules?
I’ll also share my personal approach to New Year’s financial goals by creating a clear, actionable plan that’s designed to move the needle on your financial health. Tune in and learn how these strategies can help you take control of your money on this week’s episode of CAPitalize Your Finances!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (09/24)