We're back with another checklist! But first, we honor the women listeners of the Pilot Money Guys podcast with a call sign reveal for a special listener Dr. Jane, aka call sign Arc!
Since you loved the Quick Reaction Checklist so much, we thought we'd keep with the trend and bring you a podcast on the End-of-year Financial Checklist. Every year there are things you should consider doing before the end of the year, here's what we think you should review before the end of 2021!
1. Max contributions to your tax deferred accounts.
2. For 2021, consider buying I-Bonds.
3. Tax loss harvesting - more on this in the podcast!
4. Have you taken your Required Minimum Distribution?
5. Simplify your accounts - rollover your old 401(k).
6. Check your beneficiaries.
If you are enjoying the podcast, please share it on your next trip! We'd love to hear any comments, questions, or concerns. info@leadingedgeplanning.com - https://www.leadingedgeplanning.com/
https://www.pilotmoneyguyspodcast.com/savings-priority-checklist/
Thank you for listening!