[WEBINAR] Year End Planning Strategies From Prudential

While many people associate tax planning with the preparation of their tax return, there are many strategies that need to be implemented before year end to count for the current year. As the holiday season approaches, and everyone gets busy, it’s important to identify the potential strategies that have year-end deadlines. Carefully considering these decisions now can help avoid having to make last-minute decisions at the end of the year, or worse yet, missing out on opportunities. Here are nine planning areas to discuss before year end: 

• Current tax landscape
• Taking advantage of low tax brackets
• Roth contributions and conversions
• Trump Accounts
• Tax diversification
• Tax-lost harvesting
• Qualified plan contributions
• Plan for RMDs
• Charitable and family giving plans