Dec. 17, 2024
2024 End-of-Year Tax and Financial Planning for Expats
In this episode, we cover key end-of-year tax and financial planning strategies for those living abroad. We dive into:
- Charitable Giving: Learn about strategies like charitable bunching and qualified charitable distributions (QCDs). You can explore a list of qualified charitable organizations here.
- Capital Gains and Losses: Discover ways to optimize your investments through tax-loss harvesting and portfolio rebalancing.
- Retirement Planning: Maximize your year-end opportunities with tips on IRA contributions, Roth conversions, and catch-up contributions.
- Additional Strategies: We also discuss managing currency exchange rates and efficient gift and estate planning.
Tune in to make the most of 2024 and start 2025 with a strong financial foundation.
Mentioned in this episode:
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