Free Resource: 2022 Year-End Financial Planning Checklist
Once the holiday decorations are up and the egg nog is poured, no one wants to think about financial planning. But the sun is setting on 2022, and there may be time-sensitive financial planning actions and opportunities you don’t want to miss. And for some of them, once the year expires, they’re gone - done - finito.
For example, you might want to…
Fund IRAs or ROTH accounts
Fund year-end family or charitable gifts in an optimal way
Reduce your tax liability through tax-loss harvesting
Wrap up your 2022 Required Minimum Distributions
Review your big picture before 2022 opportunities close for good
Don’t work yourself into a holiday-fueled tizzy! Our free step-by-step list will help ensure you're buttoned up for the year and can confidently head into the final stretch.
Do you need help or did the checklist generate nquestions? Book a convenient time right on my calendar (link below) so we can make sure you're covered.
Disclaimer: This article is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from James Vermillion, and all rights are reserved.
