The Retirement SolutionCould a few financial moves before December 31st have a bigger impact than you realize? In this episode, Jon Hicks discusses year-end retirement planning opportunities, including maximizing 401(k) contributions, catch-up contributions, Roth accounts, Roth conversions, and capital gains strategies. He explains why the final months of the year can be an important time to evaluate income, tax brackets, and retirement savings decisions. The conversation also explores how different tax strategies may fit different situations as retirement approaches.
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