Greetings from Omaha,
As our kids get older, December feels busier and busier each year. I’m sure many of you can relate; kids’ basketball games, holiday parties, apparently everyone in the house getting sick…it’s the most wonderful time of the year! In all seriousness, it’s a busy yet meaningful season—a time to celebrate and get ready for what’s next. At Mint Hill, we’re focused on helping clients wrap up 2024 strong and prepare for a successful start to 2025.
This month’s newsletter centers on a few year-end tax planning ideas, along with some pieces on making the most of your travel rewards this winter and the most financially efficient ways to give to loved ones during the holiday season.
As always, we’re here to help you finish the year strong. If there’s anything on your mind, don’t hesitate to reach out.
Wishing you a merry Christmas and a bright start to the new year!
Until next time,
Tyler Anderson
For Retirees in Their 60s, the Move That Adds Years to a Nest Egg Roth conversions allow retirees to pay taxes on their savings now, so that the money can grow tax-free in the future. |
Private Equity in 401(k)s Seems Newly Possible After Trump Win The biggest US private equity firms anticipate that President-elect Donald Trump’s victory could aid their ambitions to capture some of the $11 trillion sitting in defined-contribution plans such as 401(k)s. |
These 5 Moves Can Lower Your 2024 Tax Bill Time is running out to lower your tax bill for 2024 and claim some credits that may be cut in 2025 by President Donald Trump and Republicans in Congress. |
America’s Homes Are Piggy Banks That Few People Can Afford to Raid Only a minority of mainly older homeowners are in a position to take advantage of the historic run-up in house prices. |
Young Doctors Want Work-Life Balance. Older Doctors Say That’s Not the Job. Physicians for generations accepted being at the mercy of their pagers. Now, many are questioning medicine’s workaholic culture. |
How to Give Money Away to the Ones You Love Whether it’s cash or buying them stock or a first home, here are the best ways to go about it. |
Turn That Stockpile of Miles or Points Into a Trip It’s easy to build up a war chest of rewards points. Here’s how to get the most from them. |
It’s college application season, but don’t worry: most schools accept most students—and rates are up It’s the season when high school seniors are rushing to prepare their college applications before winter deadlines. But as they stress out over which schools will accept them, students can take some comfort in one trend: overall, it’s gotten easier to get in. |
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