8 Wealth Planning Strategies to Consider Before Year-End

Motley Fool Wealth Management is committed to helping everyone… and we mean everyone… pursue a smarter, happier, and potentially richer financial future.

That’s why we’ve put together this important year-end wealth planning guide to help you potentially take advantage of some of the tips and strategies we recommend to our clients year after year.

Some of the topics addressed include…

How can I potentially lower my tax burden in a higher-income year?
How can I make the most of my charitable contributions… both for myself and the organizations I support?
Would converting my IRA to a Roth make sense for me at this time?
What strategies can help me potentially make the most of my retirement accounts’ Required Minimum Distributions?
Is my current asset allocation aligned with my present circumstances and future goals? Should I be more conservative? Could I be more aggressive?

If you’re asking yourself these important questions, be sure to grab our latest free guide — written by our in-house financial planning experts — where we cover all these topics and more!

Simply complete the request form, and you can access this timely guide INSTANTLY.

We’ll also send a copy to your email address, so you can easily access it anytime.

This message is provided for informational purposes only, reflects our general views on investing and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals, including (without limitation) tax professionals, regarding all personal finance issues. While we can counsel on tax efficiency and general tax considerations, Motley Fool Wealth Management (MFWM) does not (and is not permitted to) provide tax or legal advice. Clients who need such advice should consult tax and legal professionals. These comments may not be relied upon as personalized financial planning or tax advice.

MFWM is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own. HOWEVER, REGISTRATION AS AN INVESTMENT ADVISOR DOES NOT IMPLY ANY LEVEL OF SKILL OR TRAINING. Access to Motley Fool Wealth Management is only available to MFWM clients pursuant to an Investment Advisory Agreement and accepting delivery of MFWM's Form ADV, Parts 2A and 2B. You are encouraged to read these documents carefully. All investments involve risk and may lose money. MFWM does not guarantee the results of any of its advice or account management. Clients should be aware that their individual account results may not exactly match the performance of any of our Model Portfolios. Past performance is no guarantee of future results. Each Personal Portfolio is subject to an account minimum, which varies based on the strategies included in the portfolio. MFWM retains the right to revise or modify portfolios and strategies if it believes such modifications would be in the best interests of its clients.

During discussions with our Certified Financial Planners, they may provide advice with respect to 401(k) rollovers into accounts that are managed by MFWM. Such recommendations pose potential conflicts of interest in that rolling retirement savings into a MFWM managed account will generate ongoing asset-based fees for MFWM that it would not otherwise receive.

MFMW, an affiliate of The Motley Fool LLC (“TMF”), is a separate legal entity, and all financial planning advice and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. Neither of TMF co-founders, Tom Gardner and David Gardner, nor any other TMF analyst is involved in the investment decision-making or daily operations of MFWM. MFWM does not attempt to track any TMF services.