This course provides financial professionals with an overview of year-end tax and retirement planning strategies that may help clients identify and act on planning opportunities before the close of the tax year. The course examines:
The current tax landscape,
Opportunities presented by lower-income years and lower tax brackets,
Roth contributions and conversions, Trump Accounts, tax diversification, tax-loss harvesting, qualified plan contributions, required minimum distributions, and charitable and family giving.
Participants will learn how these strategies may be evaluated as part of a coordinated, tax-aware financial and retirement planning process.
The objective is to equip financial professionals to recognize common year-end planning opportunities and engage clients in timely planning discussions.
Upon completion, participants should be able to:
Identify selected tax deductions,
Evaluate opportunities associated with lower taxable income,
Discuss Roth conversion considerations,
Explain the role of tax diversification,
Recognize tax-loss harvesting and qualified plan contribution rules,
Review required minimum distribution requirements,
and Compare selected charitable and family giving approaches.
This course provides financial professionals with an overview of year-end tax and retirement planning strategies that may help clients identify and act on planning opportunities before the close of the tax year. The course examines:
Participants will learn how these strategies may be evaluated as part of a coordinated, tax-aware financial and retirement planning process.
The objective is to equip financial professionals to recognize common year-end planning opportunities and engage clients in timely planning discussions.
Upon completion, participants should be able to:
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