Our Director of Global Macro unpacks the latest market headlines as we await the Fed’s December meeting. And, as the end of the year approaches, time is running out to make some tax savvy moves that could help lower your tax bill for 2024. A Fidelity branch leader walks us through 5 tax ideas his team shares with their clients, that must be considered before the end of 2024 in order to take advantage of them. Plus, he shares additional tax strategies that could set you up for success beyond April.
- Latest market headlines
- Tax strategies to be considered before the end of 2024
- Additional strategies for success beyond the end of the year
01:20: Latest Market News
03:52: Latest Economic Headlines
07:06: Maximizing 401(k) ,403(b), and IRA
09:36: Benefits of HSA
11:07: Tax-loss harvesting
13:13: Sectors Losses in 2024
14:09: Why Consider a Roth Conversion?
15:13: Roth Conversion Strategies
16:38: Qualified Charitable Distributions
17:47: Standard Deduction or Itemizing?
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