Making the most of the last month of 2023 is ESSENTIAL to the success of your retirement!
In this episode, Dave Hall, delves into eight essential year-end planning strategies to help you ensure that your retirement is on-track and optimized for success. From reviewing and updating your retirement plan to maximizing contributions and managing tax implications, Dave covers the key actions you need to take before the year comes to a close. Whether it’s rebalancing your portfolio or evaluating employee benefits, this episode provides a comprehensive guide to make the most of your financial situation as you approach the new year.
Key Takeaways:
1. Review and update your retirement plan to stay on track.
2. Maximize retirement contributions and consider Roth conversions for tax benefits.
3. Update beneficiaries and employee benefits, including healthcare plans.
4. Utilize tools like the Legacy Vault to organize and update financial information annually.
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