Download our year-end planning checklist: https://elevate-wealth.com/lifelong-learning-library/
As the end of the year approaches, it's essential to be aware of key deadlines that could significantly impact your financial situation. In this episode of Elevate Wealth, President & CEO Deanne Rosso is joined by Rob Fezekas, Wealth Adviser and Director of Investment Policy, to discuss the crucial deadlines you need to keep in mind for year-end planning.

Don't let important deadlines slip by—ensure you’re prepared for the year ahead. For personalized assistance, visit elevate-wealth.com and click "Let's Talk."

Stay proactive and secure your financial future with the right year-end planning steps!

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The end of the year is approaching. Make sure that you meet all your deadlines when it comes to your finances. Hey, there, I'm Deanne Rosso with Elevate Wealth, and I'm joined again by our Director of Investment Policy and Wealth Adviser Rob Fezekas. Hey, Rob. Hi, Deanne. Glad to have you, Rob. So what are some of the deadlines, Rob, that we need to remember here at year end? Most of these items do have a year-end deadline, so 12/31 is going to be the deadline that you want to keep in mind, and I'll give you a couple of examples. If you want to make a contribution to an employer-sponsored retirement plan, that has a 12/31 deadline. If you need to take a required minimum distribution from an IRA account, same thing, 12/31. And if you want to make a charitable contribution and then maybe deduct that off of your tax return, you need to make that contribution before December 31st. But some of the items actually have a later deadline that extends a few months into the next year, up to your personal tax filing deadline, and those would include things like making a contribution to a non-employer sponsored retirement account, like an IRA or a Roth account. Okay. Okay, So you know some of these deadlines are obvious to me, as far as which ones concern my situation, some of them are are not obvious, or I don't know about. So who should I consult with if I want to know what deadlines apply to me and maybe which ones don't? Sure. It's a lot to keep track of. First I'd recommend speaking with an expert. If you have a CPA or an adviser that you can speak to, they would be aware of these deadlines. You can also Google the information on the internet. Also, it's really a good idea to have just a good checklist, and there's one that we use in the office that we really like, and it has all the items on a single page, and it just really helps us to remember because there are a lot of things. Yeah, and I think we're going to post that checklist for you guys who are listening or watching to download. So take a look at that if you're interested. And it is a lot to keep up with, so if you have questions or if we can help at all feel free to visit us at elevate-wealth.com and click "Let's Talk." Thanks for joining me, Rob! Thank you, and we'll see you again next time.

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