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Year-End Checklist

Year-End Checklist

| December 15, 2021

As the year winds down, it also presents timely retirement tax planning opportunities that can be taken advantage of before year’s end. The final weeks of 2021 present a critical planning window for the best tax planning options—many that may disappear after December 31.

Review our year-end financial to-dos to help ensure that you start 2022 out on the right foot. Click here to download our “End-of-Year Checklist.”

From doing a Roth conversion to transferring money from an IRA to a qualifying charity tax-free, now is the time to make your tax-savvy moves! Our team of knowledgeable, trained experts is here to help. Contact our office at 281-999-1283.