Think turkey sandwiches and tax strategies have nothing in common? Think again. On this episode of “Your Telecom Retirement,” I’m peeling back the layers of holiday leftovers and diving deep into year-end tax planning. Join me as we mix the savory with the strategic, ensuring your financial health is as hearty as your holiday plate. What You’ll Discover: 4:01 – Capital Gains Alerts: Discover how to anticipate and respond to unexpected capital gains from mutual funds. 6:17 – Investment Timing: Learn the best times to invest in mutual funds to avoid unwelcome taxable events. 7:18 – Navigating Losses and Gains: Understand the peculiarities of this financial year and how it impacts your investments. 8:19 – Stock Valuation: A deep dive into evaluating company stocks like AT&T and Verizon for potential sale. 11:03 – Roth IRA Insights: Explore the complexities and benefits of Roth vs. regular IRAs and the backdoor Roth contribution strategy. 14:12 – Tax Estimation Tools: Uncover tools to estimate your tax liability and adjust withholdings accordingly. Taxes might not be the most thrilling topic, but preparing now could mean extra dollars in your pocket later on.If, after listening to this episode, you have questions about Roth contributions, investment gains, or any other financial concerns, don’t hesitate to reach out! EPISODE LINKSYou can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin ABOUT THE SHOWTap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more! Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom. Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance. Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/ Visit Dennis’ website: https://www.successfulmoney.com/ Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure