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December 02, 2024

Year-End Tax Planning to Maximize Your Savings

Join us for a timely discussion on legislation changes, Roth conversions, tax-loss harvesting and more. You’ll learn actionable strategies to take now so you can prepare for 2025 and beyond.

For those nearing or in retirement, the current market brings new tax considerations for the upcoming year. In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024. Join us for a timely discussion on legislation changes, Roth conversions, tax-loss harvesting and more. You’ll learn actionable strategies to take now so you can prepare for 2025 and beyond.

What will be covered:

  1. Key risks for near and recent retirees, including sequence of return risk.
  2. Updates on recent legislation, RMD rules and FSAs, plus future planning tips.
  3. Year-end strategies, including Roth conversions, contributions and tax loss/gain harvesting.
  4. Important tax considerations such as withholding adjustments and potential future rates.
  5. Medicare open enrollment, home office deductions, SALT planning and beneficiary reviews.

Category

Tax Strategies

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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