Episode 121: Year-End Planning Checklist
The year is wrapping up and it's got us thinking about 10 somewhat nerdy, but ultimately important, "end-of-year planning" tasks to put on your radar. Then we're tackling two listener questions about life insurance!
Year-End Planning Checklist:
Observe the impacts of sequence of returns, if you're taking income
Double check your planned retirement date to confirm if it is still realistic
Calculate your withdrawal rate percentage
Review CARES Act distributions and repayments
Have an inherited IRA? You may need to take RMD's
Understand the changes to FSA spending rules
Consider bunching your…
The skinny
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