7 Year End Planning Strategies

Published on: Oct 31, 2020

The end of the year is less than three months away and smart and savvy investors are taking advantage of some year-end strategies to grow their savings but this has not been an ordinary year. Significant tax increases are in the works, soaring inflation, elevated stock market risk, continued record low-interest rates at the bank, and more. This means the opportunities to grow your nest egg this year could be great. But the consequences of doing nothing could be even greater. In this episode, we share 8 year-end strategies smart and savvy investors should be taking advantage of, here are the first three: 

  • Higher taxes are coming. Now is the time to take advantage of tax planning strategies before it’s too late
  • Convert your IRA or 401K to a ROTH account by year-end
  • Update and rebalance your portfolio to match your appetite for risk
  • Host Ben Christy interviews Beacon Capital Management’s CEO and Co-Owner Jon Maxson and Executive Vice President, Dan Benson, for this episode of the Beacon Retirement Strategies Radio Show: 7 Year End Planning Strategies

    A defensive tax strategy could save you a SIGNIFICANTLY in retirement. If are unsure what your tax strategy looks like, we highly recommend you take advantage of our FREE, Retirement Tax-Savings Analysis. 

    Also, download our FREE TAX-SAVINGS GUIDE to learn about the four steps you can take to put yourself in a position to save money on taxes in retirement.

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