What Issues Should I Consider Before the End of the Year?
Overview
A number of planning opportunities, retirement contributions, charitable giving, tax-loss harvesting, come with a hard December 31 deadline, which makes the final months of the year worth a deliberate review rather than a last-minute scramble.
Cash flow deserves a look here too, since year-end is a natural point to confirm spending and savings are on track before a new year, and new goals, begin.
What this checklist covers
- 1Asset and debt issues
- 2Tax planning issues
- 3Cash flow issues
Common questions
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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.