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Year-End Financial Planning: Taxes and Retirement (Webinar)

As 2023 winds down, it’s an important to make time for year-end financial planning. This includes reassessing your current financial situation, your goals for the future and your potential tax liabilities.

On Dec. 6, 2023, Dave Herlihy, Senior Vice President of Wealth Management at Slavic401k, presented a webinar discussing best practices to follow for year-end financial planning, including recommendations for tax filing preparations, year-end retirement contributions, plus more.

Download the slide deck and watch the webinar recording above.

Year-End Financial Planning Webinar: Key Takeaways

  • There are 10 things everyone should do for year-end financial planning

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    • Assess your financial plan or create one
    • Review your financial and life goals
    • Maximize contributions to your 401(k), IRA and HSA as best you can
    • Plan ahead for taxes
    • Plan next year’s savings goals
    • Optimize the employee benefits available to you
    • Conduct a review of your insurance coverages and estate plan
    • Assess your investment mix and rebalance as needed

For detailed tips and best practices on the 10-step year-end financial plan above, please watch the webinar recording. 

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Slavic Integrated Administration, Inc.
Boca Raton, FL

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Slavic Integrated Administration, Inc.
1075 Broken Sound Parkway NW
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Boca Raton, FL 33487-3540

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Advisory services provided by Slavic Mutual Funds Management Corporation, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training on the part of SMF or its representatives. Administration and record-keeping services are offered through Slavic Integrated Administration. Both entities are collectively referred to as “Slavic401k.”

No content published throughout this site should be considered by the reader to constitute any type of investment advice. It is not the intention of Slavic401k nor should the reader assume that any reference herein to any particular investment, asset mix, security, portfolio of securities, transaction or investment strategy should be construed as investment advice. To the extent any of the content published as part of the Services may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. No chart, graph, or other figure provided should be used to determine which securities to buy or sell. Any specific questions that you might have concerning your individual investment decisions should be addressed to your personal investment advisor. Moreover, nothing herein should be considered as legal or tax advice. If you have any questions or concerns relative thereto, you should consult a qualified professional.

For more details on Slavic Mutual Funds Management Corporation, see our About Us page. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Neither diversification nor asset allocation ensure a profit or guarantee against a loss.

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