PSA Thursday - Year-End Tax Moves to Finish 2020


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By Paula Pant. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Welcome back to PSA Thursday, a weekly-ish segment in which we talk about how to handle money, work, and life in the year that is 2020.

Today, we focus on the importance of end-of-year tax planning before you ring in 2021.

We cover these tips:

  1. Open a retirement account
  2. Adjust your tax withholdings
  3. Check your 529 Plan
  4. Make charitable contributions
  5. Why this could be a good year to make a Roth conversion
  6. Spend down the balance in your FSA

For more information, visit the show notes at

371 episodes