Year-End Tax & Charitable Planning: Planning Considerations Before Year-End

As the end of the year approaches, taking proactive steps with your finances can make a significant difference in your tax strategy and charitable impact. Join us for an informative educational workshop to explore actionable year-end tax strategies and retirement account distribution options before the deadlines pass.

What You'll Learn:

Key year-end tax planning considerations to help optimize your tax position
Required Minimum Distributions (RMDs)—rules, strategies, and timing considerations
How Qualified Charitable Distributions (QCDs) can fulfill RMD requirements tax-efficiently
Strategic charitable giving tactics to maximize both your community impact and tax benefit
Important distribution rules for various retirement account types
Recent tax law updates and legislative changes affecting retirees