During November and December, we want to help you spot planning opportunities that are very time-sensitive.

Perhaps you…

Are considering making year-end gifts to charitable organizations or family members, and need to determine your optimal funding strategy;

Are looking to reduce your income tax liability this year, and are seeking loss harvesting and income-reduction opportunities; or

Wish to make a high-level survey of your financial picture, ensuring that you aren’t missing any windows of opportunity that close with the calendar year.

Whatever the case may be, the end of the year is an important time to make sure nothing with a December 31st date falls through the cracks.

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months.

To help ensure that you remain on track, we have a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year.

CLICK THE PICTURE BELOW TO DOWNLOAD YOUR COPY!

While the checklist can help you spot good ways to identify all the different opportunities to consider, it is always a “best practice” to discus your finances and goals, and to identify what the best opportunities are for you with your financial advisor.

As always, we appreciate you choosing us for your personalized and ongoing financial advice for your workplace retirement plan!

Sincerely,

Kevin T Clark, RF

Kevin is the CEO and Co-founder of Plan Confidence Corporation (PCC). PCC is an SEC registered investment firm specializing in providing advice to hard-working Americans investing in their employer’s retirement plans (401k, 403b, TSP, etc). Kevin is also an ERISA Nerd and one of only a few hundred Dalbar certified Registered Fiduciaries (RF) in the United States.