Stay on Track to FIRE With These Money Moves (2025)

BiggerPockets MoneyNov 18, 202518m 3s6.5K viewsScore 85
Regulations & Compliance
intermediate
year-end planning
tax optimization
retirement accounts
investment review
budgeting
M

Summary

AI-generated

This episode covers 20 essential year-end financial moves to make before 2026, focusing on maximizing tax-advantaged accounts, optimizing investments, and preparing for the upcoming year. Hosts Mindy Jensen and Scott Trench provide actionable advice to help listeners avoid missing out on financial opportunities.

Key insights

  • Traditional or Roth IRA contributions can be made until tax day (April 15th or October with extension) of the following year.

Mistakes to avoid

  • Avoid triggering the 'wash sale rule' when tax-loss harvesting; you cannot buy back the same or substantially identical securities within 61 days of selling to take a loss.

Tools & resources

  • BiggerPockets Money Financial Resources Librarywebsite

    A financial resource library of tools and resouces related to money.

Frequently Asked Questions

Curated by Learn STR by GoStudioM · Summary & key insights generated by AI · Reviewed by editorial