Year-End Financial Planning Tips

As 2020 comes to a close, now’s the time to do some financial planning. Matt has some important topics you should cover with your advisor. We'll also spend talk some about first-time homebuyers and how to approach your mortgage.

 

Read more and get additional financial resources here: https://wp.me/p9B077-Mo 

 

What we discuss on this show: 

2:53 – Maximize 401k

4:55 – CARES Act

6:35 – RMD charitable contribution

9:04 – Deductions on Schedule A

11:25 – Pull money out of the IRA?

13:25 – Tax credits

16:26 – First-time homebuyers

17:58 – Find a good Realtor