Maximize Year End Savings | Tax Loss Harvesting

Tax Loss Harvesting & RMD Planning

Air Date: December 6, 2023

Duration: 1 hour

Maximizing Year-End Financial Benefits

The markets in 2023 have experienced pronounced volatility, primarily driven by banking and inflation concerns. This year has underscored the importance of concentrating on elements within our control. As the year concludes, it’s not just a period for reflection but a pivotal time for strategic financial decisions. This webinar provides actionable steps to ensure your financial strategy remains robust and focused.

Topics Include:

Understanding Tax Loss Harvesting
The Wash Sale Rule
Capital Gains & Taxation
Taxation on Required Minimum Distributions
Strategies for Efficient RMD Planning

Speakers:

Jude Fox:

Being a wealth consultant requires me to get to know my clients on an intimate level. We routinely have discussions regarding their families and their very personal goals and wishes in life. Relationships with my clients usually start by being advisory in nature, but over time those discussions create a much more genuine bond, and […]

Trent Woodcock:

I helped a client, who was planning to retire at 67, realize they had enough saved to retire three years early at 64 and fulfill their retirement dream of moving to a new home on a lake.