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Year-End Tax Planning Strategies | Clarity Wealth Friday Fireside Chat

Join Matt Barker from Clarity Wealth in this week's Friday Fireside Chat as he discusses important year-end tax planning tips. Matt emphasizes the importance of consulting with your tax professionals during November and December to prepare for the upcoming tax season. He also highlights the necessity for individuals of RMD age to ensure they have taken their required minimum distributions and suggests considering qualified charitable distributions. For assistance or further discussions with your tax professional, Clarity Wealth is ready to help. Don't miss these valuable tax planning insights as the year comes to a close.

00:00 Introduction and Welcome
00:05 Year-End Tax Planning Reminder
00:28 Required Minimum Distributions (RMD)
00:39 Qualified Charitable Distributions
00:54 Assistance and Closing Remarks