Hey, it’s Jeffrey — back again!
Most people don't know what actually has a December 31 deadline vs. what can wait.
I didn't either until I ran this prompt in ChatGPT:
I want to make sure I'm not missing any year-end retirement account moves. Here's my situation:
Income: [your approximate gross income]
Filing status: [single/married filing jointly/etc.]
Retirement accounts: [401k, IRA, Roth IRA, etc.]
Contributed so far this year: [amounts per account]
What actions have a hard December 31 deadline vs. what can wait until I file taxes? What am I likely overlooking? Be specific about dollar amounts and steps.
What I found: I could contribute $9,500 more to my Solo 401k than I thought—and some of it doesn't need to happen until March.
Swap in your numbers. Reply and tell me what you find.
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One quick note: This newsletter is for educational purposes only and does not constitute financial advice. I'm not a financial advisor — just someone sharing ideas and tools I've found useful. Use what works for you, skip what doesn't, and always do your own research. Some links may be affiliate links or sponsored content for which I may receive compensation.