2024 End-of-Year Tax and Financial Planning for Expats

In this episode, we cover key end-of-year tax and financial planning strategies for those living abroad. We dive into:

• Charitable Giving: Learn about strategies like charitable bunching and qualified charitable distributions (QCDs). You can explore a list of qualified charitable organizations here.
• Capital Gains and Losses: Discover ways to optimize your investments through tax-loss harvesting and portfolio rebalancing.
• Retirement Planning: Maximize your year-end opportunities with tips on IRA contributions, Roth conversions, and catch-up contributions.
• Additional Strategies: We also discuss managing currency exchange rates and efficient gift and estate planning.

Tune in to make the most of 2024 and start 2025 with a strong financial foundation.