End of Year Financial Checklist + Market Update
We’re closing in on the end of the year, which is a great time to catch up on a little rest and relaxation. Before you do that, there are some financial items you should review before the calendar turns to January. We’ll run through a list of five planning considerations on this show, and we’ll also get Don’s thoughts on the recent surge in the market.
Read more and get additional financial resources here: https://doncashpodcast.com/podcast/end-of-year-financial-checklist-market-update/
Download the strategies checklist PDF: https://doncashpodcast.com/wp-content/uploads/2020/12/7-Best-Strategies-for-Year-End-Planning-2020.pdf
What we discuss on this show:
1:14 – Holiday update
5:29 – Market up nearly 10% in November, surprising?
7:16 – How much is vaccine and treatment related?
8:25 – Value vs Growth companies
13:46 – Roth conversions
16:07 – IRA hardship distribution
17:07 – Qualified Charitable Distributions
18:49 – Estate Planning
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