In this webinar that originally aired on November 14, 2024, Wealth Enhancement Tax Director Angelica Gumabon discusses some high-level tax strategies to consider as we approach the end of the year, including:

• Reducing earned income if you’re in a higher tax bracket than normal
• Mitigating losses if you’re in a lower tax bracket than normal
• Assessing if you can realize tax benefits if you earn non-cash compensation

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

2024-5808