Year-End Financial To-Do List for Seniors
Category: Practical Financial Management | FinSeniors, Worthune.com
🛡️Practical Financial ManagementCategory: Practical Financial Management | FinSeniors, Worthune.com The last few months of the year are among the most financially important of the entire calendar. Decisions made — or missed — between October and December 31 can affect your taxes, your Medicare premiums, your retirement account balances, and your estate plan. This comprehensive checklist covers everything seniors should review and act on before the year closes.
Required Minimum Distributions (RMDs)
Qualified Charitable Distributions (QCDs) — Age 70½+
Roth Conversions
Tax-Loss Harvesting
Charitable Giving
Income & Tax Planning
Medicare & IRMAA Review
Investment Portfolio Review
Estate Planning & Gifting
Social Security Review
Account & Document Housekeeping
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