Year-End Money Deadlines! 

Year-end is your last chance to get some of these financial tasks completed so they can be included in tax year 2024.

Some planning tasks have a hard stop at the end of December in order for the tax impact to be included with 2024 taxes. They include spending flexible spending account (FSA) funds, completing a Roth conversion, contributing to a 401(k), contributing to charity, taking an RMD if you are of a certain age, and harvesting tax losses.

See: Fidelity Year-end Money