Top 10 Year-end Financial Task Checklist | 2020 COVID Special

In this video, I'm going to talk about top 10 financial tasks that you must do before the year end. Some of the tasks are particular unique to Covid year 2020 but it should also be applicable for years to come. If you're a small business owner or W2-employee, this video should benefit you and help you save tons of money in taxes. Concepts that I will cover include but not limited to: 401K, Backdoor Roth IRA, Traditional IRA, FSA, HSA, LPFSA, DCFSA, Tax Loss Harvesting, Pro Rata Rule, and Charitable Contributions.

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***DISCLAIMER***

This content for my video is for education and entertainment purposes only. You should use your own discretion to follow any advice as described in this video. This description may contain affiliate or referral links that allow you to find the things mentioned in this video and support the channel at no cost to you.

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