Happy Thanksgiving! It’s year-end tax planning time!

For my blog post on year-end tax planning, please visit

00:00 Introduction
00:33 Tax Loss Harvesting
00:49 Tax Loss Harvesting and Bond Funds
01:36 Tax Loss Harvesting and Cryptocurrency
02:10 Solo 401(k)
03:33 Roth Conversions and Tax Gain Harvesting
04:11 HSA and Roth IRA Funding Deadline
04:42 Backdoor Roth IRA
06:27 Backdoor Roth IRA and December 31st
07:33 Charitable Contributions
08:51 RMDs
09:35 Conclusion

Tax compliance can get a bit wonky when a taxpayer does a “Split-Year Backdoor Roth IRA”

Backdoor Roth IRAs and December 31st

Here’s my YouTube video on year-end planning for some inherited retirement accounts:

This video, the show notes, description, and any comments are for educational purposes only. They do not constitute tax, legal, financial, and/or investment advice for any person. Consult with your own advisors regarding your own matters….(read more)

LEARN MORE ABOUT: IRA Accounts

INVESTING IN A GOLD IRA: Gold IRA Account

INVESTING IN A SILVER IRA: Silver IRA Account

REVEALED: Best Gold Backed IRA