Year-end planning review checklist

Bill Cass, CFP®, CPWA®

Bill Cass, CFP®, CPWA®, 11/01/23

Year-end planning is an important time for taxpayers to assess their personal financial situation, estimate their income and tax bracket for the year, and determine if action is needed.

Review this checklist with a financial advisor to identify possible ways to minimize taxes and other potential benefits.

link to year-end planning checklist

Consult with a financial professional

Knowing the expected tax bracket is a good start for year-end planning. Investors should discuss the implications of tax mitigation and other planning strategies with a financial advisor who understands their individual tax situations. Implementing these strategies before year-end may help optimize your current financial plan.

Financial professionals: Register for our November 9 ( 1 p.m. ET) webinar, "Top year-end planning considerations."

link to register for webinar