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Podcast: Smart Money Questions
Episode: Year-End Financial Planning Tips
Description: 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.
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Read more and get additional financial resources here: https://wp.me/p9B077-MoÂ
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What we discuss on this show:Â
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-ti...