Your December Financial Checklist

The holiday season is here, and while festivities take center stage, now is the critical moment to make smart financial decisions that set up next year (and your long-term retirement) on the right track. 

In this week's podcast, we break down the key year-end actions retirees shouldn't overlook: Required Minimum Distributions, strategic withdrawals, potential Roth opportunities, rebalancing investments, reviewing charitable gifts, and updating long-ignored beneficiary forms. Your tax bill is being shaped right now, and every dollar saved is a dollar that keeps working for you throughout retirement. Listen in. 

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