December is a busy time of year preparing for the holidays and new year, but don’t let the chaos distract you from your financial to-dos. From a Roth conversion and qualified charitable contributions (QCD) to taking your required minimum distribution (RMD), there are many important financial moves to consider before year-end. To make this end-of-year planning a little easier, we have a checklist to walk you through the process!

Review our year-end financial to-dos to help ensure 2020 starts out on the right foot. Click here to download "End of Year Checklist"pdf

Have questions about additional updates that may need to be made to your retirement plan? Contact our office at (877) 714-2362

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For more IRA Expertise, contact us!

Walter F. Pardo, Founding Partner

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008