End-of-Year Financial Checklist

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December is a busy time of year preparing for the holidays and new year, but don’t let the chaos distract you from your financial to-do’s. From a Roth conversion and qualified charitable contributions (QCD) to taking your required minimum distribution (RMD), there are many important financial moves to consider before year-end. To make this end-of-year planning a little easier, we have a checklist to walk you through the process!

Review our year-end financial to-do’s to help ensure 2023 starts out on the right foot.

Click here to download our “End of Year Checklist” below.

Have questions about additional updates that may need to be made to your retirement plan? Contact our friendly RFG Wealth advisors at 940-464-4104.

 FREE DOWNLOAD 

End of Year Financial Checklist


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