Unlock tax-efficient year-end planning strategies for your clients
Join Stuart Ritter, CFP®, Insights Director, and Roger Young, CFP®, Thought Leadership Director, as they dive into the timely topic of year-end planning. Their conversation goes beyond the basics, discussing practical tips on tax-loss harvesting, mutual fund capital gains distributions, retirement savings decisions, and the pros and cons of repositioning investments towards ETFs. They’ll also cover Roth conversions, including the mega backdoor Roth strategy, and the importance of reviewing asset location and charitable giving before year-end.
By now, most clients have a clear picture of their income, year-end bonuses, and investment distributions, making it an ideal time to fine-tune their strategies. And of course certain things need to be done by year-end—if they’re going to be done at all. Don’t miss this opportunity to enhance your client conversations and help your clients make confident tax-efficient decisions before the calendar year closes.
Tax Efficiency 365
Educate clients on tax-efficient investment planning strategies to use throughout the year—and for every stage of life.
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This material is provided for general and educational purposes only and is not intended to provide legal, tax, or investment advice. This material does not provide recommendations concerning investments, investment strategies, or account types. It is not individualized to the needs of any specific investor and is not intended to suggest that any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making. T. Rowe Price Investment Services, Inc., its affiliates, and its associates do not provide legal or tax advice. Any tax-related discussion contained in this material is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or tax professional regarding any legal or tax issues raised in this material.
Risk Considerations: Past performance is not a guarantee or a reliable indicator of future results. All investments are subject to market risk, including the possible loss of principal. A tax-efficient approach to investing could cause a fund to underperform similar funds that do not make tax efficiency a primary focus.
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