**This guide has been updated to incorporate new changes made by The SECURE Act 2.0 that are effective for the 2024 year. Any SECURE Act 2.0 changes that are effective for 2025 will be incorporated into this guide at the start of the 2025 year.
The end of the year provides a number of planning opportunities and issues to discuss with your financial advisor. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance, and estate planning.
This checklist covers a number of planning issues that you may need to consider prior to year-end to ensure you stay on track, including:
Click the link below to access and download the full document:
What Issues Should I Consider Before the End of the Year?
Important Information:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.