Apreciate it always great to talk with dawn. Our next question comes from my email box. It seems likely that the ultimate investment will be at least five figures, and the potential for loss on investment seems high. Do you see any pathway to using those losses to offset my taxable income? Ool, well, i'm looking forward to having you out to w c i con 22 y out in sunny phoenix in february. You'll be given a lunch time talk there.
This episode we discuss annuities, securities, and the three-fund portfolio. But we are also reaching the end of the year, which means it's time to take an assessment of how you did this year. Check out the End of Year Financial Checklist for 2021 https://www.whitecoatinvestor.com/end-of-year-financial-checklist/. This checklist will help you make sure you did everything you need to do at the end of the year. It's got everything on there from completing your 2021 Backdoor Roth IRA, plus a Mega Backdoor Roth IRA and Roth conversions. It covers making sure you maxed out your 401(k)s and HSAs and 529s ABLE accounts if you have a disabled kid as well as using up your flexible spending account and making sure you have insurance in place and giving to charity before the end of the year, if that's something you're interested in doing. There are a number of other things on that list to make sure you do once a year.
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