5 Year-End Tax Moves That Could Save You Six Figures

Before December 31st arrives, there are several tax-efficient strategies and portfolio decisions that may have a meaningful impact on how you enter the new year. In this video, CERTIFIED FINANCIAL PLANNER™ Antwone Harris breaks down five key considerations high-income earners and high-net-worth households should be thinking about before the year closes — including portfolio positioning, charitable strategy, retirement contributions, and more. These are not “December 30th at 11:58pm” decisions — smart investors tend to evaluate these BEFORE the holidays hit.

Inside this video you’ll learn:

• Why this window between now and December 31st matters

• Which decisions financial planners are evaluating with clients right now

• What may be worth reviewing before the tax year resets

• How year-end planning connects to long-term wealth strategy

If you’d like help evaluating what’s appropriate for you, reach out here and schedule time with Antwone.