LIVE WITH MAINSTREET – EP 30 – End of Year Planning

end of year planning

Live with MainStreet

LIVE WITH MAINSTREET – EP 30 – End of Year Planning

In the November 2018 episode of Live with MainStreet, Anna, Jim, Liz and Cynthia cover End of Year Planning ideas. You’ll get last minute tips and tricks to make sure your close out the year in the right way.

Some of the highlights:

  • Check in on your credit reports. Its a good time to make sure you have a handle on your latest report and whether you need to think about a credit freeze.
  • Take the time to check in with your family members on how you’re doing. Check in on your financial goals and whether you’re working towards them.
  • Take your RMDs (Required Minimum Distributions), including any inherited IRAs.
  • Look at tax loss selling options. If some of your investments have taken a loss for 2018, you can consider selling those positions. It may reduce your taxable income.


Anna Sergunina
Anna Sergunina

I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

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