Before You File: What to Review and What to Plan Next

With Tax Day approaching, many investors are focused on filing, but there may still be opportunities to take action.

Certain strategies, including IRA and HSA contributions, can be applied to the prior tax year if completed before the deadline. These moves may help reduce current tax liability while strengthening long-term financial plans.

In this discussion, Justin Jacobs, Executive Vice President, and Patrick Krulik, Head of Investments, walk through key considerations to review before filing, along with a broader framework for prioritizing savings decisions throughout the year.