Table of Contents chevron_rightConsider a rebalancing plan for your portfolio. chevron_rightKnow when the funds in your portfolio will be paying their distributions. chevron_rightReview your tax-loss harvesting opportunities. chevron_rightConsider your reinvestment options. chevron_rightMaximize retirement savings. chevron_rightMake sure you take all required minimum distributions (RMDs). chevron_rightCreate a charitable giving plan. chevron_rightReview your financial plan. Home Guides & Resources chevron_right Financial Planning chevron_right Investing for Life Special Report Year-End Portfolio Checklist December 16, 2022 Table of Contents Consider a rebalancing plan for your portfolio. Know when the funds in your portfolio will be paying their distributions. Review your tax-loss harvesting opportunities. Consider your reinvestment options. Maximize retirement savings. Make sure you take all required minimum distributions (RMDs). Create a charitable giving plan. Review your financial plan. Year-End Portfolio Checklist When the days get shorter, it also means time is running out to make year-end tax-saving moves. This checklist outlines eight important year-end actions to consider as you close the books on 2022. Unlock Access to the Full Article
Home Guides & Resources chevron_right Financial Planning chevron_right Investing for Life Special Report Year-End Portfolio Checklist December 16, 2022 Table of Contents Consider a rebalancing plan for your portfolio. Know when the funds in your portfolio will be paying their distributions. Review your tax-loss harvesting opportunities. Consider your reinvestment options. Maximize retirement savings. Make sure you take all required minimum distributions (RMDs). Create a charitable giving plan. Review your financial plan. Year-End Portfolio Checklist When the days get shorter, it also means time is running out to make year-end tax-saving moves. This checklist outlines eight important year-end actions to consider as you close the books on 2022. Unlock Access to the Full Article