Year End Financial Checklist


Champaign, IL (WCIA) The year is winding down, you’re in the midst of holiday events. But before the clock strikes midnight December 31st it’s a good idea to do a year end finance checklist. Your Dime sponsor Wall Street Financial Group.

Chief Retirement Strategist and founder Zach Gray joins us with more.

Your Last-Minute Year-End Financial Planning Checklist
• Max out company retirement plan contributions.
• Reduce taxable income.
• Review required minimum distributions.
• Do a Roth IRA conversion.
• Defer and accelerate business expenses.
• Prepare charitable donations and planned giving.

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