---
title: 2021 Year-End Planning Strategies
description: Year End Planning Podcast 2021
image: https://www.barryinvestmentadvisors.com/hubfs/Year-End-Planning---for-blog.jpg
---

November 8, 2021

# 2021 Year-End Planning Strategies

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to...

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Posted by [Barry Investment Advisors](https://www.barryinvestmentadvisors.com/financial-planning-library/author/barry-investment-advisors)

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On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including...

- How to maximize contributions to your retirement accounts
- How to determine if a Roth conversion makes sense in 2021
- Ways to maximize financial gifts or charitable giving before the end of the year

Additionally, please [**click here**](https://www.barryinvestmentadvisors.com/e2t/tc/VWQTl997cQq7W2LfBNf4PfFrvW1c61D74jgxlNN5yXtjX5nxGrV3Zsc37CgGR2W6Lw4-D8dL1LDN4z3CGJj9MpKVh2mpS8Bv4w3W81hV8W4hMcx_W7X2ZtV35h_ZWW6FzH-k7bt3TfW5yscXQ4kmyXyW4tlvM18hPfl9W27kBnL4RSXzwW8vqBDX72-9rLW3N8JYr6_MJ7tW2LYnrL46qJyTW3hLr793jGW17N7QvwMJMLD_jW65sytw2Qn7TkW69bxZ61xdbDMW43WVS13nCyqKW44QyqL3N4FYrW5_F7_13Z_wc4W7ZjGxC22hv4kVzrV5n4chHBpW7rrMFW46Ft40W7yYx4-5MPRsBW1sp0HJ1CLYcKW5MbZGs1nH9zyW3Z7dYy1ZDqR-W1DP5R61vc14DW4m7JNh7h1-DCW4CTLF955lk9PW57GCBY7z44TNW6fZqpT5jJnN_N6V-rXbrymcYW72Y0HK4hBQCgW2pzKdz40MHLN2P61) for a complete list of items that you may need to consider for year-end.

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