Year-End Checklist

This is the same checklist I use with clients every October to make sure that we are making the most of this years opportunities. Why October? Because at that time of year, we have most of the tax information for the current year, and still have time to make any changes or moves that make sense like a Roth Conversion or Tax Loss Harvesting.

Feel free to let us know any questions you have about the items on the checklist or if you’d like to set a time to chat.