Year-End Tax Planning Checklist for Railroaders

There are items that need to be done before you celebrate 🥳 the Holidays.

Watch this episode of the Highball Advisors Railroad Retirement Whiteboard to learn essential tax 💸 planning ideas that you must accomplish before the calendar year ends.

Understand the importance of maxing 📈 out certain deferred accounts and harvesting your losses.

How important ⚠️ is tax planning in your Railroad Retirement?

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Disclaimer: This video is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. Highball Advisors encourages you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Highball Advisors, and all rights are reserved.

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