Tax Loss Harvesting Fundamentals

Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics:

• contributions to qualified accounts
• Roth conversions
• distributions from qualified accounts
• Required Minimum Distributions ("RMDs")
• charitable donations
• Qualified Charitable Distributions ("QCDs") from IRAs
• gifting
• tax loss and tax gain harvesting
• doing a projected/pro forma 2025 tax return

Links in this episode:

• Tenon Financial monthly e-newsletter - Retirement Planning Insights
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com