Episode 247: Year End Checklist Time
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It may seem like it\\u2019s TOO SOON to start your year-end checklist but .... we have tax deadlines, charitable contributions and conversion deadlines too! Just when you thought retirement planning was boring, the season changes.
It\\u2019s also a great time to consider doing what you\\u2019ve thought about doing but haven\\u2019t. It\\u2019s time to consolidate your retirement accounts for simplicity and access.
With only three months left in the year, why not get ahead of the New Year and plan now!
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