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By completing this checklist, you will:
Various issues around investment and retirement accounts.
Tax planning issues regardless of your level of income.
Discover charitable giving considerations to help reduce your tax burden.
Learn key considerations for managing across tax brackets.
Considerations for saving more.
Opportunities to save on healthcare.
More about this offer
The end of the year provides a number of planning opportunities and issues for individuals and families. Year-end topics include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning.
This is a comprehensive checklist of the types of year-end planning issues that you should be thinking about so you can take advantage of opportunities in the current year and beyond.
What Will You Learn in This Checklist?
In this checklist, we cover a number of planning issues that your clients need to consider prior to year-end to ensure they stay on track.
Frequently Asked Questions (FAQs)
Why do I need to fill out the information requested?
We will always keep your personal information safe. We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the Covenant Wealth Advisors site to your needs; (b) send our free retirement and investing insights newsletter 1-2 times per month. You can read more about our privacy policy here.
Is this really free?
Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have retirement questions!
Get started with your free retirement checklist.
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