11 Things Every Retiree Should Do Before Year-End
Are you setting yourself up for a successful 2025 as we near the end of 2024? There are important steps every retiree should be taking at year-end. You can schedule an appointment with one of our retirement experts to look at your situation and help make changes that can set you up for a better future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.
0:00 11 Things Every Retiree Should Do Before Year-End
0:16 #1 - Update Spending Capacity
3:02 #2 - Reassess Plan Objectives
4:48 #3 - Look at Your Year-End Tax Graph
6:58 #4 - Tax Loss + Gain Harvesting Opportunities
7:47 #5 - Surprise Year-End Capital Gain Distributions
9:04 #6 - Add to Safety if Needed
10:04 #7 - 3 Levels of RMDs
10:53 #8 - Fix Tax Underpayment Mistakes
13:12 #9 - Update Healthcare Package
13:52 #10 - Gifting: Next Generation + Charity
16:33 #11 - Effective Retirement Contributions
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