Year-end planning review checklist

Year-end planning review checklist

Year-end planning is an important time for taxpayers to assess their personal financial situation, estimate their income and tax bracket, and determine if action is needed.

Review this checklist with a financial advisor for opportunities to seek ways to minimize taxes and other potential benefits.

year end planning checklist

Consult with a financial professional

Knowing the expected tax bracket is a good start for year-end planning. Investors should discuss the implications of tax mitigation and other planning strategies with a financial advisor who understands their individual tax situations. Implementing these strategies before year-end may help optimize your current financial plan.


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