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Important Strategies to Consider Before Year-End

End Of Year Checklist

By: Scott Van Den Berg, CFP®, ChFC®, CEPA®, AIF®, CRPS®, CMFC®,  AWMA®

Please click here to download or print.


  • Annual gift exclusion
  • Qualified Charitable Distribution
  • Appreciated stock
  • Donor Advised Fund

Fund Your Accounts

  • Roth IRA
  • Traditional or SEP IRA
  • 529 or other education savings account
  • Health Savings Account

Things To Remember

  • Coordinating expenses with income
  • Coordinating deductions with expenses
  • Required Minimum Distribution for IRA and Inherited IRA

Tax Planning

  • Harvesting gains
  • Harvesting losses
  • Tax bracket management and optimization

Plan For Your Future

  • Roth IRA conversions
  • Accelerating IRA withdrawals
  • Call or schedule time with Scott Van Den Berg, or your Wealth Advisor, at Century Management

Disclosures: Century Management ("CM") is an independently registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Century Management is also registered as a Portfolio Manager in the Province of Ontario. This content is developed from sources believed to be providing accurate information. This information is not intended to be tax advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.