Beginning of year checklist

7 votes

Checklist to help them start the year well: update 401k contributions if the limit has changed. Review previous year's expenses and create budget for the new year. Gather 1099s for tax returns. Shred documents past the 3 or 7 year rule (refer to your document retention checklist). Schedule time with estate attorney to update estate plan if needed. etc

Done Suggested by: Scott Upvoted: 28 Jun, '22 Comments: 0

Comments: 0