Don't Wait Until April: Tax Moves Worth Making This Fall (Ep 196)
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Don't Wait Until April: Tax Moves Worth Making This Fall (Ep 196)
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The best tax moves often happen before tax season begins. Lee explains why proactive, year-round planning can help you make more intentional decisions and keep your broader financial picture in view. By the time April arrives, many of the opportunities to change the outcome are already gone. Don’t wait until April to think ahead; the time to start is now.
Here’s what we discuss in today’s show:
❤️ Charitable Giving: Consider donor-advised fund strategies
💵 Withholding: Avoid unnecessary overpayments or surprises
🏥 HSAs: Build tax-efficient healthcare savings
📅 RMDs: Plan ahead for required distributions
🔄 Roth Conversions: Evaluate multi-year tax opportunities
📉 Tax Losses: Offset gains when appropriate
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