November 6, 2018

End-of-Year Checklist

End-of-Year Checklist

With the holiday season upon us, your to-do list might seem endless. In the midst of 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 2019 out on the right foot. Click here to download “End-of-Year Checklist.”

Have questions about additional updates that may need to be made to your retirement plan? Contact our office at 703-466-0477.

Securities offered through Triad Advisors, LLC, Member FINRA/SIPC

Advisory Services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC

 

Securities offered through Triad Advisors, LLC, Member. For more information, click a link below:
FINRASIPC 
Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC
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