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.