Join Eric, Founder & CEO of Burkholder Wealth Management, and Val, Associate Advisor, as they walk through the most important year-end financial and tax planning strategies to consider before December 31st. Whether you’ve had a higher-income year, a lower-income year, or you’re simply trying to stay ahead with smart tax moves, this video breaks down key opportunities including: What You’ll Learn: – Why the end of the year is the best time for strategic tax planning – How tax-loss harvesting works and when it makes sense – 401(k) & retirement contribution deadlines (and common mistakes!) – Gifting limits for 2025 and strategies to reduce future estate taxes – Donor-Advised Funds for high-income or business-sale years – Roth conversion opportunities during low-income years – Important reminders: RMDs, HSA contributions, and more These strategies can help reduce taxes, optimize your investments, and put you in a stronger financial position going into the new year. Have questions or want personalized planning? We offer a free intro meeting — call us at 918-727-7100. #financialplanning #taxplanning #yearendplanning #retirementplanning #investing #wealthmanagement #RothConversion #TaxLossHarvesting #401k #donoradvisedfund #estateplanning #HSA #RMD #BurkholderWealthManagement #BWM #oklahoma #tulsa #jenks #bixby #saving #investingtips #moneytips #personalfinance
0 Comments