End-of-Year Checklist

With the holiday season upon us, your to-do list might seem endless. Avoid letting the chaos distract you from your financial to-do’s as you prepare for the holidays and look forward to a new year. End-of-year checklist strategies, including Roth conversions, qualified charitable distributions, and required minimum distributions, should be considered to help ensure you begin 2025 on the right foot.

Major Life Events to Discuss

Things to remember and discuss with your financial advisor include life events such as births, deaths, marriage, and divorce. Any beneficiary changes that need to be made to accounts due to changes to an estate, tax rules for inherited IRAs, and spousal beneficiary options.

There are also milestone ages you may have experienced beginning at age 50 that trigger all kinds of different opportunities.

Our Free Checklist for End-of-Year Planning

To ease the burden of end-of-year planning, download our “End-of-Year Checklist.”  You can find it below this blog.

Financial Success Doesn’t Happen by Chance.

Contact one of our advisors to schedule a time to discuss your questions at 940-464-4104. You can also schedule a 15-minute virtual 1-on-1 at RFGWealthAdvisory.com/free-assessment.

RFG Wealth Advisory in Argyle, Texas, is an independent, fee-only Registered Investment Advisor firm that always puts our client’s interests first. We have a transparent, simple fee structure that’s easy to understand. Call us today!

Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.