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Catherine Valega 12/19/25 Catherine Valega 12/19/25

10 Year-End Tax Moves Every High Earner Should Make

Year-End Tax Planning Strategies for High Earners and High-Net-Worth Families. Key year-end financial and tax strategies high earners should consider before December 31, 2025 — including retirement contributions, Roth conversions, charitable giving, RMDs, tax-loss harvesting, and more.

Catherine Valega 1/23/24 Catherine Valega 1/23/24

🧐 What should I do in 2024 to help my long-term financial plan?

Empowering breadwinner women - what financial planning moves should I make in 2024 to align and progress towards my long-term financial goals?

10 Year-End Tax Moves Every High Earner Should Make

🧐 What should I do in 2024 to help my long-term financial plan?

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