Episode 249: Year-End Financial and Tax Moves
December 10, 2024
22 min
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Episode 249 · December 10, 2024
Episode 249: Year-End Financial and Tax Moves
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Investment Joy Episodes Around December 10, 2024
Episode 246 of 325 — walk the feed in the order it was published.
Episode 242: Investor Lessons from 2024 Detroit Tigers Playoff Run
22:01This episodeEpisode 249: Year-End Financial and Tax Moves
Summary
What Financial Moves Should Women Prioritize as 2024 Comes to a Close? As the year winds down and the political landscape shifts under the anticipated policies of President Trump, Melissa Joy, CFP®, CDFA®, unpacks the key financial strategies women should focus on to optimize their year-end planning. With potential changes to tax policies—including adjustments to the standard deduction and estate tax limits—Melissa offers expert insights to help you navigate the complexities and prepare for a...
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