Our latest edition of the Town Hall series is now available to view. This video series keeps our team informed and keeps you up to date on current news and planning topics that may affect you. We value providing ongoing financial education to our clients and the public, and we appreciate you taking the time to view our Town Hall series. The team had taxes on the brain for this session.
Will Meneses starts us off, helping everyone take full advantage of changes that could affect you in 2025. Knowing what questions to ask is half the battle when you sit down with your tax professional.
Tracey Richardson covered a variety of end-of-the-year items to watch out for. This can include taking advantage of Qualified Charitable Donations, Roth Conversions, Tax Loss Harvesting, and more. If you’re not sure you have taken full advantage of tax planning for 2025, be sure to reach out soon. Some of this takes time to execute correctly.
Steve Aul wraps up this Town Hall with an overview of the question. “How much do I need for Retirement?”. It’s an obvious question people will have as they approach retirement. The “magic number” you may need is highly specific to your needs. It is important not to get caught up in generic retirement numbers you may hear in the media. Finding the number that keeps you comfortable is very specific to your needs. This is why we recommend working with a financial planning professional to help you find your number.
Click Here to watch the October 22nd Recording on YouTube
If you have questions or topics you would like to see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.