With the holiday season upon us, your to-do list might seem endless. While preparing for all of the festivities, have you taken the time to review your end-of-year financial checklist? Though it may be difficult to find time to squeeze this in, it is important to consider whether there are planning items, like doing a Roth conversion or transferring money from an IRA to a qualifying charity tax-free, that you must take care of by December 31.

Review our year-end financial to-dos to help ensure that you start 2021 out on the right foot. Click here to download our “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 to schedule a time for a visit.

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Walter F. Pardo CWS®, PPC™

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