End-of-Year Financial Checklist

We recently shared this end-of-year financial checklist from Ed Slott and Company with our clients. 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 these year-end financial to-dos to help ensure that you start 2019 out on the right foot. Feel free to contact our office at 516-294-5287 if you have any questions!

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Disclaimer:

Any information provided on this blog is accurate and true to the best of our knowledge, but omissions, errors, and mistakes are a possibility. The information presented on this blog is for informational purposes only and should not be seen as financial advice. Consult with a financial professional before taking any sort of action on the information present in this blog. We reserve the right to change how we manage and run this blog and we may change the focus or content of this blog at any time.