End of Year Checklist for Retirees

by | In The News, Tax Planning


“Given how fourth-quarter calendars have a way of filling up, it’s important to put all of your financial to-dos for the end of the year on the calendar now. This will prevent  important tasks from slipping through the cracks.”

This is some advice at the Business Insider website from Christine Benz of Morningstar, who has a list of some of the key financial tasks to tackle if you’re retired. She notes that “they’re  not discrete–some of the tasks, such as bucket maintenance,  rebalancing, tax-loss selling, and meeting RMDs–are intertwined with one  another.”

Read more here.

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