Episode 194: Financial Year-End Checklist

With a couple months left before 2022 comes to a close, David has a list of things to focus on and take care of in your financial life. Whether you are retired or full-time employed, these are things you won’t want to overlook before the year ends. Don’t wait until the last minute! Now is a great time to work on these things.

 

Here’s what to add to your financial to-do list:

• Max out your IRA or 401(k). (5:46)
• Pay attention to your RMDs. (9:48)
• Think about qualified charitable distributions. (14:21)
• Check your beneficiaries. (16:40)

For additional resources or to contact David, visit us online: http://coveryourassetskc.com