November 21st, 202411:30 a.m. Central
November 21st, 2024 | 11:30 a.m. Central
Virtual
Year-End Tax Planning to Maximize Your Savings
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.
Register Now
Featured Speakers
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Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
Learn more about JeffClients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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As the director of client development, Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Buckingham. His collaborative working relationship with Buckingham's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.
Other Upcoming Events
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October 30th, 2024 | 11:30 a.m. Central
Virtual
The Corporate Transparency Act: What Business Owners Need to Know
Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.
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November 12th, 2024 | 2:00 p.m. Central
Virtual
Connects Quarterly Webinar: Q4 2024
Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.