Q4 Check-up & Tax Moves

It's that time of year again ... the fourth quarter. Before you get enthralled with the holiday season, it's time to look back over this year and towards the next. Does your lifestyle spending match the goals you have in your plan or do your goals need to be modified to reflect reality?

 

Are your investments well aligned to meet your spending goals or are you exposing yourself to unnecessary lifestyle risk?

 

What tax moves should you make before the end of the year? And what moves should you plan for next year?

 

Listen to Kevin and Tyler describe the process True Wealth goes through to make sure how these important details are handled to help you stay on your retirement track and pay no more than your fair share in tax.

 

Here's some of what you'll learn on this episode: 

• Some background on the three core items we need to be checking as the year comes to a close. (2:19)
• The changes from the past year and the recent laws that impact what we're doing this year. (6:30)
• The income targeting we do and some examples of that. (11:33)
• How inflation and the cost of living adjustments factor into end-year planning. (13:50)
• Why you have to a proactive approach to your financial plan. (18:23)

 

HAVE QUESTIONS? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth’s credentialed and experienced professionals or visit http://bit.ly/calltruewealth.

 

Or listen to episode 45 to learn about True Wealth’s Retire Smarter Solution™ that aligns your money to your goals, overlaid with tax-smart strategies, so you can retire with confidence.