Tax Optimization and Tax Planning

In this video, we will cover:

Highlights of SECURE Act 2.0
Phase-out of The Tax Cuts and Jobs Act (TCJA) of 2017
Tax Strategies to Consider
Back Door Roth IRA Contributions
Lifetime Roth Conversion Analysis
Net Unrealized Appreciation (NUA)
Capital Gains/Loss Harvesting
Donor Advised Fund

SUBSCRIBE FOR PREMIUM CONTENT

Subscribe for premium video content that will only be available via e-mail.

First Name*
Last Name*
Email*
State*
CAPTCHA
Comments
This field is for validation purposes and should be left unchanged.

SUBSCRIBE FOR PREMIUM CONTENT

Subscribe for premium video content that will only be available via e-mail.

First Name*
Last Name*
Email*
State*
CAPTCHA
Comments
This field is for validation purposes and should be left unchanged.

SUBSCRIBE FOR PREMIUM CONTENT

Subscribe for premium video content that will only be available via e-mail.

First Name*
Last Name*
Email*
State*
CAPTCHA
Phone
This field is for validation purposes and should be left unchanged.

IS A BOUTIQUE RIGHT FOR ME?

Name*
First Last
Email*
Phone*
State*
Investable Assets*
How Can We Help You?
How'd you find us:*
CAPTCHA
Comments
This field is for validation purposes and should be left unchanged.

By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 580, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

Follow Us

FOLLOW US

Who We Are

Who We Serve

IMPORTANT DISCLOSURES: Please remember that past performance may not be indicative of future results. Registration as an investment adviser (RIA) does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bogart Wealth, LLC (“Bogart Wealth”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Bogart Wealth. Please remember to contact Bogart Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Bogart Wealth is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Bogart Wealth’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

McLean, VA | Houston, TX | The Woodlands, TX

© 2025 BOGART WEALTH. ALL RIGHTS RESERVED. IMPORTANT DISCLOSURE INFORMATION. | PRIVACY POLICY. | SITEMAP.

Built and powered by Direction.com