Equity Trust Company
Year-End Checklist: 5 Moves to Make Before 2024
In this episode of Getting Real, discover the 5 moves that could potentially help with your retirement checklist. Do not wait to get started as we are approaching the end of the year. Get started with WealthBridge now: https://ow.ly/VNaP50PNqIj #retirement #retirementplan #investing 0:00 Intro 0:52 1: Maximizing IRA and employer-based plan contributions 2:12 2023 IRA contribution limits 4:30 2023 401(k) employee contribution limits 7:01 2: Analyze the benefits of moving from a tax-deferred IRA into a Roth IRA 11:18 3: Taking required minimum distributions (RMDs) 14:02 4: Review your death beneficiaries 15:59 5: Review your long-term and short-term investment strategy 18:45 If you roll over $100,000 from a Traditional 401(k) to a Roth, you would pay roughly $20,000 in taxes?
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