Want to create an interactive transcript for this episode?
Podcast: Providence Financial Retirement Show with Anthony Saccaro
Episode: Year-End Retirement Planning: 10 Essential Checklist Items
Description: As the year comes to a close, it's the perfect time to review your financial plan and ensure you're set up for a successful retirement. In this episode, we walk through a 10-point checklist to help you maximize savings, optimize taxes, and fine-tune your retirement strategy before the new year begins. 1. Required Minimum DistributionsĀ 2. Roth conversionsĀ 3. tax-loss harvestingĀ 4. tax bunchingĀ 5. MedicareĀ 6. charitable contributionsĀ 7. evaluating your estate planĀ 8. budgeting and cash flow planningĀ 9. evaluating your risk exposureĀ 10. making sure you have the appropriate investments for your phase of life Lis...