November 21st, 202411:30 a.m. Central

November 21st, 2024 | 11:30 a.m. Central

Virtual

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Year-End Tax Planning to Maximize Your Savings

For those nearing or in retirement, the current market brings new tax considerations for the upcoming year. In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024. Join us for a timely discussion on legislation changes, Roth conversions, tax-loss harvesting and more. You’ll learn actionable strategies to take now so you can prepare for 2025 and beyond.

What will be covered:

  1. Key risks for near and recent retirees, including sequence of return risk.
  2. Updates on recent legislation, RMD rules and FSAs, plus future planning tips.
  3. Year-end strategies, including Roth conversions, contributions and tax loss/gain harvesting.
  4. Important tax considerations such as withholding adjustments and potential future rates.
  5. Medicare open enrollment, home office deductions, SALT planning and beneficiary reviews.

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Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™

    Chief Planning Officer

    Learn more about Jeff

    Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

  • Don Rochleau, CFP®

    Director of Client Development

    Learn more about Don

    As the director of client development, Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Buckingham. His collaborative working relationship with Buckingham's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.

Other Upcoming Events

  • July 20th, 2023 | 11:30 a.m. Central

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    Preventing Identify Theft: How to Defend Your Finances

    As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.

    You’ll learn strategies to fend off common identity theft tactics, including:

    • Establishing credit in your name
    • Filing a fraudulent tax return on your behalf
    • Compromising your online accounts
    • Engaging in other malicious activities
    Event Details

  • October 30th, 2024 | 11:30 a.m. Central

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  • November 12th, 2024 | 2:00 p.m. Central

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    Connects Quarterly Webinar: Q4 2024

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    Event Details