Stephanie McCullough · Take Back Retirement · Your Year-End Financial Checklist: 10 Things to Review Before December
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Review income and capital gains before year-end to plan tax-saving actions (e.g., Roth conversions) for the next filing season
“If you're doing Roth conversions late in the year, which is pretty much the best time to do it because you have a better sense of what your overall income picture would look like. If you can wait until after January 1st to pay that estimated tax bill, then you're pushing that problem into the next year”
“It may make sense to progress realize capital gains during your lifetime, particularly once you're retired and your taxable income is relatively low”
“If your income's over $250,000, contributions to super are taxed at 30%… means less of a tax saving”
“Dashboard that automatically puts every incoming email and text in order… gives you kind of like this AI response… you can review it before you hit send”
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