As we head toward the end of the year, it’s the perfect time to take stock, not just of your portfolio, but of your tax opportunities too. Year-end planning is about being proactive because small moves now can lead to meaningful savings later. In this episode, Adam and Ben walk through four key areas where they help clients; reviewing tax-loss harvesting opportunities, assessing impacts of new tax legislation, strategic income planning for 2026, and Roth conversions. Listen in as they describe what happens behind the scenes and what role you can play in shaping their advice for you.
Ticket # T010076
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
