Most people think about taxes when it’s time to file, but effective 2026 tax planning starts with the decisions you make before year-end. In this episode of Wise Money, CPA and CFP® Jared Moxness joins us to break down the tax strategies you should revisit every year, including Roth conversions, retirement contributions, and charitable giving. We also cover some of the biggest tax law changes for 2026 and how they could affect your financial plan.
Season 12, Episode 6
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This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. This video may discuss estate planning concepts but does not constitute legal advice. Please consult an attorney for advice specific to your situation.
