Year-End Retirement Planning: 10 Essential Checklist Items

As the year comes to a close, it’s the perfect time to review your financial plan and ensure you’re set up for a successful retirement. In this episode, we walk through a 10-point checklist to help you maximize savings, optimize taxes, and fine-tune your retirement strategy before the new year begins.

1. Required Minimum Distributions

2. Roth conversions

3. tax-loss harvesting

4. tax bunching

5. Medicare

6. charitable contributions

7. evaluating your estate plan

8. budgeting and cash flow planning

9. evaluating your risk exposure

10. making sure you have the appropriate investments for your phase of life

Listen in.