Time's Running Out: Financial To-Dos Before 2025
On this week’s episode of THE FINANCIAL COMMUTE, host Chris Galeski and Financial Planning Advisor Amber McBride discuss year-end financial planning items to stay on top of.
Here are some key takeaways from their conversations:
- Ensure you are maximizing contributions to employer-sponsored retirement plans. The limit is $23,000 for people under 50, and $30,500 for those 50 and over with the catch-up contribution.
- Consider tax loss harvesting to offset capital gains by selling investments at a loss. Amber and Chris generally recommend listeners to monitor this strategy throughout the year…
The skinny
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