To help you start the new year strong, check out our year-end financial checklist. Join Money Unscripted host Ally Donnelly and Fidelity's Leanna Devinney to see how to make the most of your 401(k), how to stay on top of HSA contribution limits and deadlines, and how to master strategies like tax-loss harvesting.
00:00 Welcome to Money Unscripted
01:06 Year-end money moves: deadlines and limits
01:35 How can I max out my retirement accounts?
03:03 What should I know about FSAs and HSAs?
04:05 What is tax-loss harvesting and how does it work?
05:20 What is the deadline for RMDs?
06:48 What is the benefit of a Roth conversion?
07:57 How much money can I give as a gift this year?
08:48 Why is it important to have my beneficiaries listed on my accounts?
09:23 How should I look at my spending and investing?
10:07 Year-end money moves: A recap
Questions? Drop them below 👇 and we’ll reply right in the comments.
6 year-end deadlines to know
https://www.fidelity.com/learning-center/personal-finance/year-end-money-deadlines
5 tax moves to consider before year-end
https://www.fidelity.com/learning-center/personal-finance/yearend-tax-planning-2023
What is an HSA and how does it work?
https://www.youtube.com/watch?v=rQG_z2MizJU&list=PLGKKmEmJDSiLu4-PaoW4-666JX-rhuxTq&index=5
Roth IRAs: What to know
https://www.youtube.com/watch?v=NKHxrgqrKUM&list=PLGKKmEmJDSiLu4-PaoW4-666JX-rhuxTq&index=7
View all episodes here: https://www.fidelity.com/learning-center/money-unscripted?ccsource=YT_111224
Have a comment or episode idea? Email us at moneyunscripted@fidelity.com.
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Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
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