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Make smart choices about your money, time and productivity

Dec 24, 2020

Welcome back to PSA Thursday, a weekly-ish segment in which we talk about how to handle money, work, and life in the year that is 2020.

Today, we focus on the importance of end-of-year tax planning before you ring in 2021.

We cover these tips:

  1. Open a retirement account 
  2. Adjust your tax withholdings
  3. Check your 529 Plan 
  4. Make charitable contributions
  5. Why this could be a good year to make a Roth conversion
  6. Spend down the balance in your FSA

For more information, visit the show notes at