10 Important Suggestions

  1. Make sure beneficiaries know who to contact in case of your death.
  2. Review your investment allocation and performance (TDA and others)
  3. Evaluate and perhaps reallocate outstanding debt
  4. Review beneficiary designations in light of life cycle changes i.e. births, deaths etc.
  5. Revisit idle dollars and look into other opportunities
  6. Remember to set up Required Minimum Distributions (RMD) at age 70 1/2 for MOST tax-sheltered accounts
  7. Establish a plan for RMD funds
  8. Find out if ROTH Conversions will work for you
  9. Consider 529 Education Plans for children and grandchildren
  10. Find out how to maximize Social Security benefits