Year-End Financial Planning Checklist

What should you do before the end of 2020 when it comes to your finances? We'll run through a list of items on this show. 

 

Read more and get additional financial resources here: http://petersonfg.com/year-end-financial-planning-checklist/ 

 

What we discuss on this show:

1:15 - Are you maxing out retirement contributions?

2:36 - Are you using the options available in the CARES Act?

3:50 - What is tax-loss harvesting and why should we explore it?

6:44 - Are you making charitable contributions?

8:28 - Should you do a Roth conversion?