From retirement savings to tax-advantaged giving, CAP STRAT’s Wealth team offers the best practices and moves to make at the end of the year. Highlights include:
– Maximize retirement contributions
– Budget/cash flow check-in
– Adequate emergency savings
– Check your investment strategies
– Consider selling investment losses (Tax-loss harvesting)
– Giving and gifting – Consider a charitable donation
– Make annual gifts to children and family members
– Review your estate plan & designated beneficiaries
Email the CAP STRAT Team with any questions at researchteam@capstratig.com! Or call us at 630.320.5100.
