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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


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