Mr. Money Talks: Year-End Tax and Financial Planning Strategies (12/14/24 )

12/14/24

In this episode, financial expert Mark Rothstein, aka "Mr. Money," discusses important tax and financial planning steps to take before the end of the year. He covers topics such as the impact of tariffs, the benefits of Roth accounts, required minimum distributions, tax loss harvesting, and the advantages of health savings accounts. Listeners will learn valuable strategies to optimize their finances and reduce their tax burden as the year comes to a close.