Year-end check-ins are valuable touchpoints for advisors and their clients. The end of the year is a great time to reflect on previous years and align on goals for the year ahead. It also inspires timely conversations on important topics: Client investment portfolios, including goals, risk tolerance and liquidity needs over shorter and longer-term horizons Tax planning, in partnership with tax professionals, including conversations about Tax Loss Harvesting Retirement planning, including required minimum distributions (RMDs) at year-end Estate planning, wealth transfer and charitable giving, to reduce future estate tax liability and help maximize lifetime gifting Year-End Resources for you and your clients Share via LinkedIn Share via Facebook Share via Twitter Share via Email Use these handy resources, including checklists, guides, and videos to better prepare for year-end conversations. Advisor Resources Resources for Investors Title Type Action 2023 Tax Planning Considerations and Opportunities Video Watch 2023 Tax Guide PDF Download CE Webinar: 2022 Year End Planning Strategies (50 minutes) Webinar EARN CE Charitable Giving Reference Guide PDF Download Charitable Giving - Advisor Worksheet PDF Download Making the Most of Year-End Planning Conversations (6 minutes) Video Watch Tax Loss Harvesting - A Tactical Opportunity (7 minutes) Video Watch Year-End Planning Checklist for Advisors PDF Download Year End Planning Strategies (7 minutes) Video Watch Year-End Planning Strategies: Maximize Your Impact with Clients PDF Download Title Type Action 2023 Tax Planning Considerations and Opportunities Video Watch 2023 Tax Guide PDF Download Charitable Giving Reference Guide PDF Download Charitable Giving - Investor Worksheet PDF Download Introduction to Bonds PDF Download Tax-Loss Harvesting: Turn Market Volatility into Potential Opportunity PDF Download Understanding Inflation PDF Download Volatility Checklist for Investors PDF Download Year-End Checklist for Investors PDF Download Tax loss harvesting Investment Ideas for Redeploying Capital Learn More Client Solutions Your Clients’ Goals, Our Investment Solutions Explore Now
Title Type Action 2023 Tax Planning Considerations and Opportunities Video Watch 2023 Tax Guide PDF Download CE Webinar: 2022 Year End Planning Strategies (50 minutes) Webinar EARN CE Charitable Giving Reference Guide PDF Download Charitable Giving - Advisor Worksheet PDF Download Making the Most of Year-End Planning Conversations (6 minutes) Video Watch Tax Loss Harvesting - A Tactical Opportunity (7 minutes) Video Watch Year-End Planning Checklist for Advisors PDF Download Year End Planning Strategies (7 minutes) Video Watch Year-End Planning Strategies: Maximize Your Impact with Clients PDF Download
Title Type Action 2023 Tax Planning Considerations and Opportunities Video Watch 2023 Tax Guide PDF Download Charitable Giving Reference Guide PDF Download Charitable Giving - Investor Worksheet PDF Download Introduction to Bonds PDF Download Tax-Loss Harvesting: Turn Market Volatility into Potential Opportunity PDF Download Understanding Inflation PDF Download Volatility Checklist for Investors PDF Download Year-End Checklist for Investors PDF Download