Year-End Strategic Planning

Author(s):  Sean Knoerzer CFP®, Neil Teubel MS, CFP®
September 29, 2022

Our Director of Financial Planning, Neil Teubel, joins us to discuss a few proactive strategies that can help save on taxes for 2022.

This video covers the following year-end strategies:

      1. Tax Loss Harvesting & Rebalancing (0:50)
      2. Roth Conversions & Tax-Preferred Contributions (2:05)
      3. Gifting (3:49)

Author(s)

Sean Knoerzer

CFP®
Wealth Manager

Sean is a Wealth Manager at BDF and a member of the firm's Financial Professionals Practice Group. He enjoys providing solutions to unique financial circumstances and clarity on complex planning needs. Sean has also served on the firm's financial planning committee. Sean earned a Bachelor of Science in Agriculture and Consumer Economics with a concentration in Financial Planning at the University of Illinois.

Neil Teubel

MS, CFP®
Partner & Director of Financial Planning

Neil heads BDF’s Financial Planning Committee whose goal is to ensure BDF provides a best in class, proactive, and engaging financial planning experience for clients. His passion is helping executives, widows and retirees live their full lives while navigating their wealth planning complexities. Neil has his Masters in Financial planning and has frequently been named to both Forbes and Chicago Crain’s list of Top Wealth Advisors.

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