End of Year Planning and Execution

What are some different things you can do to wrap up the year financially?

In this episode, we discuss different issues you should consider before year end. We cover what to look out for, as well as the areas you may need to pay attention to. We also discuss why it’s good to look back over your favorite and least favorite purchases of the year and any last minute tips before the end of the year.

Here are a few topics we will cover:

• Tax Loss Harvesting
• Loss Carryforward
• Making sure all 401K contributions get in by EOY
• Did the money go where your goals were?
• Charitable giving

Thanks for tuning in. Questions about today’s episode let us know.

https://ascendinvestment.com/

(801) 476 – 1200

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All About Annuities

What is an annuity?

In this episode, we discuss what an annuity is, the types of annuities, and when you should be buying them.

Here are a few topics we will cover:

• Fixed annuities
• Variable annuities
• Shifting risks
• Other options and alternatives

Thanks for tuning in. Questions about today’s episode let us know.

https://ascendinvestment.com/

(801) 476 – 1200

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Spotify | Amazon Music | Android | iHeartRadio | Blubrry | RSS