Year-End Tax Planning in 2020

Most of us won’t miss 2020. From a global pandemic to a contentious election to economic uncertainty, this year has left many of us disoriented at one point or another.  

Making clear plans is all the more important in uncertain times, so we put together a webinar on year-end tax planning to lend clarity to the picture.

Our host, Jamie Hopkins, is the Director of Retirement Research at Carson and a nationally-recognized voice in financial planning. During this on-demand webinar, he goes over:  

  Itemized vs. Standard Deductions – How to make the most of the Tax Cuts and Jobs Act.

   Charitable giving – Have you made your charitable donations this year? December is the month for philanthropy! 

   Estate Planning – Are you optimizing trusts and making the most of generous gift-tax exclusions before they potentially change in the near future?

   2020 Exclusives – RMDs are suspended for the year. Stimulus packages have appeared. AGI deductions are raised. Small details can make a big difference. 

   And more!

You can watch the on-demand webinar, “Year-End Tax Planning in 2020,” at your convenience to learn more. Fill out this form to get started. 

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Converting from a traditional IRA to a Roth IRA is a taxable event.

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