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The 2024 Year End Money Checklist (Do These Before Year End!)

The Personal Finance Podcast

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Year-End Financial Checklist: Optimize Your Finances for 2024

This chapter provides a guide on critical financial tasks to tackle before year-end, like maximizing retirement contributions and reviewing tax withholdings. It also discusses strategies for effective estate planning and emphasizes the importance of consulting a CPA for tailored advice as the new year approaches.

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