Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
March 13, 2020 Episode #42

Russell Jacobs’ Year-End To-Do List

Today, Russell Jacobs is here to help you stay on track for the new year by covering what to consider with your year-end financial planning. Russell additionally shares why it’s important to meet with your planner to talk about which moves to make before year’s end, so you can start 2020 off with your best foot forward.

In this episode, you’ll learn:

-What to do if you have to take your required minimum distributions
(RMDs), but don’t need the money
-What to consider with Roth IRA and 401(k) contributions near the end of
the year
-The importance of staying on top of insurance deadlines
-Year-end strategies for charitable donations
-And more!

Join Russell now to learn how you can get your finances, and yourself, ready for the new year with strategic financial planning!


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