Tax season may feel months away, but some of the most important tax decisions need to happen before the year is over.
This week, Adam and Blake explain why September is a good time to start planning for 2026 taxes and discuss strategies investors may want to consider before year-end.
In this episode:
- Roth conversions and why waiting until December can create problems
- Qualified charitable distributions
- Donating appreciated stock instead of cash
- Donor-advised funds and charitable giving
- Tax-loss harvesting in taxable investment accounts
- Strategies available to certain accredited investors
- Why your tax bracket matters when making year-end decisions
They also look at the latest market action, surprisingly strong employment numbers, the possibility of another Federal Reserve rate hike, and what the continued strength of the labor market may be telling us about AI and the economy.
Plus, Adam and Blake take a look at Intel and Prologis as two companies they’re watching.
The important takeaway: tax planning should happen before tax preparation. Waiting until the end of December may leave you without enough time to implement strategies that could make a meaningful difference.
At WealthGuard Advisors, we specialize in personalized asset management and financial planning designed around your unique goals. If you’d like to discuss your investments, retirement strategy, or year-end planning, we’d be happy to sit down with you for a complimentary consultation.
