Year-End Tax Planning Checklist

Описание: Year-end tax planning for retirees, explained by a CPA. Learn the moves worth making before December 31: Roth conversions, RMDs, QCDs, tax-loss harvesting, and more.

The end of the year has a way of sneaking up, and with it goes your window to make the tax moves that matter most. A few thoughtful decisions before December 31 can shape what you owe, what you keep, and how smoothly you head into the new year.

In this session, Karin Christ, CPA, co-founder of KPC Financial Solutions, walks through a practical, retiree-focused year-end tax checklist you can actually use. With more than 35 years of experience helping pre-retirees and retirees across the Dallas-Fort Worth area, Karin breaks down the strategies that can make a real difference. She is joined by host Bryan Christ, Service Advisor at KPC, who guides the conversation and brings audience questions to the table.

What you'll learn in this video:

Roth conversion opportunities to consider before year-end
Required Minimum Distributions and the deadlines you don't want to miss
Tax-loss harvesting and smart timing around capital gains
Qualified Charitable Distributions and giving strategies that lower your tax bill
How to review your tax bracket and IRMAA thresholds before the year closes
Last-minute retirement account contributions that still count

This is an educational session, not a sales presentation. The goal is simple: to help you feel more confident and prepared heading into tax season.

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The Retirement Optimization Blueprint is KPC's personalized planning process. It evaluates your investments, retirement goals, tax situation, income needs, and long-term objectives to create a coordinated financial strategy tailored to your circumstances.

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KPC Financial Solutions LLC is a registered investment adviser in Southlake, TX. This video is for educational purposes only and is not individualized tax, legal, or investment advice. Consult a qualified professional regarding your specific situation.

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