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Wrapping Up 2023: Your Ultimate Year-End Financial Checklist

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

David Lloyd, CFP® , CTFA, & Rachel Van Den Berg, Master of Taxation 

Before ringing in the new year, take advantage of the opportunities still possible in 2023! Discover ways to make meaningful financial strides, regardless of whether you're embarking on your financial journey, in the peak earning stages, or enjoying retirement:

  • Funding retirement plans and IRAs strategically to align with your various goals
  • Harvesting tax losses to optimize investment portfolios and control taxes
  • Engaging in charitable gifting for personal fulfillment and tax advantages
  • Converting your IRA to a Roth to create potential immediate and future benefits for you and your heirs

 We invite you to watch our webinar presented on December 12, 2023. 

Click here to download the slides, our year-end checklist, and the other handouts mentioned in the video.

This discussion is educational in nature. All views and opinions expressed herein are those of the speakers and do not necessarily reflect the views and opinions of CM. CM does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change. Please consult legal or tax professionals for specific information regarding your individual situation. CM cannot guarantee that the information herein is accurate, complete, or timely. CM makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.