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2021 Year End Financial Checklist

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With the end of the year fast approaching, it’s time to review some key areas of your finances if you haven’t done so already.

Things to consider before the end of the year:

 Tax loss/gain harvesting
Review and update 401k/403b contributions
Review Flex Savings Account balances
Take Required Minimum Distributions
Rebalance investments
Contribute to 529 plan(s)
Backdoor Roth IRA contribution (2021 may be the last opportunity)
Roth conversions
IRA contributions
Charitable contributions
Pay estimated 2021 taxes

These are all topics we pro-actively plan for clients throughout the year. If you could use some more information on each of these topics, download my full checklist here.

 

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Disclosure: This is intended for educational purposes only and not as specific investment advice. Consult with a qualified financial or tax professional that considers your entire picture before making changes to your finances.


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