As the year winds down, CFP Professionals Rob Hoxton and Archie Hoxton share essential year-end tax planning strategies to help you finish strong financially. 💰

In this episode of The Last Paycheck Podcast, Rob and Archie break down everything you need to know before December 31:
- Required Minimum Distributions (RMDs)
- Roth Conversions & Retirement Contributions
- Capital Gains & Loss Harvesting
- Smart Charitable Giving (DAFs & QCDs)
- Maximizing FSAs & HSAs
- Checking Your Beneficiary Designations

🎧 Listen now and get your free Year-End Tax Planning Calendar at https://hoxtonpm.com/worksheets/tax-strategy-planning-calendar/

Whether you want to reduce your tax bill, optimize your retirement plan, or simply plan smarter, this episode is packed with actionable advice and free tools to help you save time, money, and stress.

Get their book! - Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com

Watch on YouTube: https://youtu.be/wU3Ni4n1Gwg

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.

Visit: http://www.thelastpaycheck.com

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.