Uploaded November 2025 | Updated September 2026, 1 day ago
The end of the year is almost here! Learn critical year-end tax strategies including Roth conversions, 401k contributions, IRA limits, tax loss harvesting, and asset allocation before December 31st.As we approach the end of the year, there are critical financial moves you need to make if you're near retirement. In this video, I break down the 9 essential items every pre-retiree should focus on before December 31st to maximize savings and minimize taxes.
00:00 - Introduction: End of Year Planning
00:25 - Asset Allocation Strategy (Two-Bucket Approach)
02:02 - Portfolio Rebalancing
02:34 - Tax Loss Harvesting
03:02 - Roth Conversions
03:42 - IRA & Roth IRA Contributions
04:51 - HSA Accounts
05:15 - 401(k) Contributions & Deadlines
06:17 - Beneficiaries & Estate Planning
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
#retirement #retirementplanning #dohstr8
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For more information visit:
jazzwealth.com
--- Instagram @jazzWealth
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facebook.com/JazzWealth
--- Twitter @jazzWealth
Business Affairs 📧Support@JazzWealth.com
Jazz Wealth Advisors was recently ranked #36 among financial advisors in the USA by USA Today (Financial Pros) as of April 2025. This ranking was published on 04/22/2025 and was prepared by the Financial Pros without any compensation paid by Jazz Wealth Advisors. The ranking is based on advisors with an AUM of up to $500M. Rankings and recognition from rating services are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance. For more information about the methodology used in this ranking and other important disclosures, please visit USAToday.com. Jazz Wealth Advisors is a registered fiduciary investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
The end of the year is almost here! Learn critical year-end tax strategies including Roth conversions, 401k contributions, IRA limits, tax loss harvesting, and asset allocation before December 31st.As we approach the end of the year, there are critical financial moves you need to make if you're near retirement. In this video, I break down the 9 essential items every pre-retiree should focus on before December 31st to maximize savings and minimize taxes.
00:00 - Introduction: End of Year Planning
00:25 - Asset Allocation Strategy (Two-Bucket Approach)
02:02 - Portfolio Rebalancing
02:34 - Tax Loss Harvesting
03:02 - Roth Conversions
03:42 - IRA & Roth IRA Contributions
04:51 - HSA Accounts
05:15 - 401(k) Contributions & Deadlines
06:17 - Beneficiaries & Estate Planning
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
#retirement #retirementplanning #dohstr8
---Ready to subscribe---
youtube.com/jazzwealth?sub_confirmation=1
For more information visit:
jazzwealth.com
--- Instagram @jazzWealth
facebook.com/JazzWealth
--- Twitter @jazzWealth
Business Affairs 📧Support@JazzWealth.com
Jazz Wealth Advisors was recently ranked #36 among financial advisors in the USA by USA Today (Financial Pros) as of April 2025. This ranking was published on 04/22/2025 and was prepared by the Financial Pros without any compensation paid by Jazz Wealth Advisors. The ranking is based on advisors with an AUM of up to $500M. Rankings and recognition from rating services are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance. For more information about the methodology used in this ranking and other important disclosures, please visit USAToday.com. Jazz Wealth Advisors is a registered fiduciary investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
