You’ve made it through the holidays, laid out your new year resolutions, and now it’s time to check in on your retirement plan. January presents another opportunity to get your finances in order and we have a checklist of items to look into for 2020.
Show notes and additional resources: https://thefinancialanswer.com/podcasts/new-year-financial-checklist-for-2020/
Today's Rundown:
2:48 – Let’s talk about a checklist of items to be thinking about as the new year begins.
3:34 – Figure out how the SECURE Act affects you.
5:53 – The Stretch IRA
7:55 – What else do you see from the SECURE Act that people need to be aware of?
8:31 – Another big change is annuities inside 401(k)s.
10:24 – What about the new W4 form?
11:28 – Any changes to contributions? This is the time of the year to be looking at these.
12:24 – It’s the time of the year to start getting all your tax info together.
14:01 – Really it’s just paying attention to your overall financial health.
2021: This Is The Year (No Matter What)
Christmas Songs and Financial Planning
End of Year Financial Planning
Unreasonable Requests to Financial Advisors
An Election Conversation
Statistics on Saving and Investing
Mom’s Favorite Phrases And Financial Planning
Financial Planning By Profession
Don’t Assume When It Comes to Retirement
Dirty Little Secrets in the Financial World
Top 5 Types of Financial Risk
Industry Insights Amidst Coronavirus
Finding the Right Financial Advisor
Answering the Most Common IRA Questions
Are You Following Outdated Financial Rules?
Is the Customer Always Right?
How To Set Financial and Retirement Goals
Ben Franklin and Partial Freedom from COVID-19
Cleaning Your Financial Closet – Lockdown Edition
Coronavirus Aid - What You Need to Know About the CARES Act
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