.png)
Can I Retire Now?
Welcome to the Can I Retire Now? Podcast!
Where savvy financial insights meet relatable wisdom. With almost two decades in the industry, Nick Russell and his wife Becky Wagoner bring a dynamic perspective to help you navigate your unique financial landscape.
Join us as we decode the intricacies of your financial world, offering tailored strategies for dream retirement plans and protection against life's storms.
Discover what truly matters in your financial life, gain insights on relationships and money, and maybe even share a good laugh.
Your journey to financial well-being starts here.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity. 6052 Turkey Lake Rd #101, Orlando, FL 32819. Main Telephone: (407) 351-3476
Can I Retire Now?
Your Year-End Financial Checklist: Smart Moves Before 2026 (Ep. 35)
The end of the year brings more than just holidays.
It’s also a key moment to make tax-efficient moves that can shape your financial picture for the next year.
In this episode, Nick Russell and Becky Wagoner share a practical year-end checklist to help you stay proactive with your retirement accounts, avoid tax penalties, and make informed planning decisions before December 31.
From Roth conversions to charitable donations, they break down what needs to be done now and what can wait until tax season.
Key Takeaways:
- The difference between calendar-year and tax-year deadlines for contributions
- Which accounts must be funded before December 31, and which can wait until tax filing
- How to handle required minimum distributions and use QCDs for charitable giving
- Tips on tax-loss harvesting, managing capital gains, and avoiding the wash-sale rule
- When and why to consider Roth conversions, plus timing strategies after retirement
- And more!
Connect with Sunrise Wealth Advisors: