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Helping Diligent Advisors Ensure They're On The Right Planning Path
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**This guide has been updated to incorporate new changes made by The SECURE Act 2.0 that are effective for the 2023 year. Any SECURE Act 2.0 changes that are effective for 2024 will be incorporated into this guide at the start of the 2024 year.
The end of the year provides a number of planning opportunities and issues for financial advisors to discuss with their clients. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning.
In this checklist, we cover a number of planning issues that your clients need to consider prior to year-end to ensure they stay on track, including:
This is a comprehensive checklist of the types of year-end planning issues that advisors should be discussing with their clients to ensure they consider and take advantage of opportunities in the current year and beyond.
Updated for 1/19/2023
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