Planning for Life Podcast
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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Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
