Wealth Insights: 7 Year-End Tax Moves to Consider

In this session we will walk you through seven practical moves to make before December 31, including how to maximize your tax-advantaged accounts, harvest losses (and gains), evaluate a Roth conversion, and time charitable gifts and income strategically.

You'll learn how to read your tax "lane" first, so every move you make is relevant to your actual situation — not someone else's. Whether you're managing investments, preparing for a bonus, or wondering if a Roth conversion makes sense, this session gives you a framework to act with confidence before year-end.