Year-End Checklist

Aaron Lieberman |

It is important for you to take an active role in your retirement planning. Life changes and events happen that require you to update your tax and estate plans. Use the information below to see how your planning might be affected. As you can see, many items require you to take action now. Call your financial advisor, a member of Ed Slott’s Elite IRA Advisor GroupSM, to update your plan.

Copyright © 2022, Ed Slott and Company, LLC Reprinted from The Slott Report, 2022, with permission. Ed Slott and Company, LLC takes no responsibility for the current accuracy of this article.