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 will provide actionable steps to ensure your financial strategy remains robust and focused. Join Jude Fox, CPA and Trent Woodcock, CFP® on Dec. 6 at 9 am CT as they present key strategies including tax loss harvesting and RMD planning.

Topics Include:

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