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Financial Wellness: Year-End Tax-Saving Strategies

https://go.rutgers.edu/7wi1jik3

Financial Wellness: Year-End Tax-Saving Strategies
Join Barbara O'Neill, Ph.D., CFP®, CRPC, AFC®, CFEd, CPFFE
Distinguished Professor Emerita, Rutgers University on Wednesday December 4th at 12:30pm as she discusses Financial Wellness: Year-End Tax-Saving Strategies. At the end of each calendar (tax) year, taxpayers lose most opportunities to reduce their taxable income and lower their tax bill. This class will describe actions that people can take before December 31 including early RMD withdrawals during financial “gap years,” preparing a draft tax return, comparing current and prior year income and expenses, tax loss harvesting, and more.

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