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)
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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.
Disclosures:
Services offered by Covenant Wealth Advisors (CWA), a fee only financial planner and registered investment adviser with offices in Richmond, Reston, and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results.
By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from CWA. This agreement is not a condition to proceed forward. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place. If referenced, case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.