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Financial Wellness: Year-End Tax-Saving Strategies

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Date:

Wednesday, December 4, 2024

Time:

12:30–1:30 p.m.

Location:

Online

Speaker:

Barbara O'Neill, Ph.D., CFP®, CRPC, AFC®, CFEd, CPFFE Distinguished Professor Emerita, Rutgers University

Description:

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.

Cost:

None

Sponsor(s):

Rutgers FCHS

Contact:

Deborah Blain, 848-932-3604