In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024.
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:
- Key risks for near and recent retirees, including sequence of return risk.
- Updates on recent legislation, RMD rules and FSAs, plus future planning tips.
- Year-end strategies, including Roth conversions, contributions and tax loss/gain harvesting.
- Important tax considerations such as withholding adjustments and potential future rates.
- Medicare open enrollment, home office deductions, SALT planning and beneficiary reviews.
Focus Advisor Solutions
When advisors work with Focus Advisor Solutions, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Focus’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.
