Wealth Strategies Unleashed
Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Wealth Strategies Unleashed
Tax-Efficient Strategies Can Save Money?
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In this episode of Wealth Strategies Unleashed, Robert Gilliland and Mike Alexander walk through a practical year-end tax checklist and highlight the strategies investors should review before December 31st.
From charitable giving to retirement account contributions, they break down the moves that can help reduce taxes today while positioning your plan for the year ahead.
They share actionable ways to:
- Make sure key accounts like 401(k)s, IRAs, HSAs, and FSAs are fully funded before year-end
- Avoid costly mistakes like missing a required minimum distribution (RMD) deadline
- Use strategies like qualified charitable distributions (QCDs) and donor-advised funds to maximize charitable giving while managing taxes
- Identify opportunities for tax-loss harvesting, even in strong market years
- Improve tax efficiency through asset location and investments like ETFs, municipal bonds, and tax-advantaged accounts
They also explore lesser-known planning ideas like 529 contributions, Roth conversions before potential tax law changes, and 1031 exchange funds for real estate investors looking to defer capital gains.
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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.