Business
We’re closing in on the end of the year, which is a great time to catch up on a little rest and relaxation. Before you do that, there are some financial items you should review before the calendar turns to January. We’ll run through a list of five planning considerations on this show, and we’ll also get Don’s thoughts on the recent surge in the market. Read more and get additional financial resources here: https://doncashpodcast.com/podcast/end-of-year-financial-checklist-market-update/ Download the strategies checklist PDF: https://doncashpodcast.com/wp-content/uploads/2020/12/7-Best-Strategies-for-Year-End-Planning-2020.pdf What we discuss on this show: 1:14 – Holiday update 5:29 – Market up nearly 10% in November, surprising? 7:16 – How much is vaccine and treatment related? 8:25 – Value vs Growth companies 13:46 – Roth conversions 16:07 – IRA hardship distribution 17:07 – Qualified Charitable Distributions 18:49 – Estate Planning