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11 Year-End Planning Priorities to Discuss With Your Clients

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Related: 15 Services a Good Advisor Brings to the Table

We are now in the fourth quarter of 2022, and there are a number of planning issues and opportunities to discuss with your clients.

While meeting to discuss year-end planning is a prudent practice every year, certain things are especially important to consider this year, as the market is down. These include tax loss harvesting, Roth IRA conversions and other ways to make the most of market conditions.

As you plan your year-end client meetings, you’ll want to ensure that nothing important is missed for 2022. Your clients will appreciate the fact that you are ahead of the game on their behalf.

These will of course vary based on each individual client’s situation, but check out the gallery for 11 year-end planning issues to discuss with your clients.