The LEARNING library

Year End Checklist Time

It may seem like it’s TOO SOON to start your year-end checklist but …. we have tax deadlines, charitable contributions and conversion deadlines too! Just when you thought retirement planning was boring, the season changes.

It’s also a great time to consider doing what you’ve thought about doing but haven’t. It’s time to consolidate your retirement accounts for simplicity and access.

With only three months left in the year, why not get ahead of the New Year and plan now!