Are You Making the Most of Year-End Planning Opportunities?
Are You Making the Most of Year-End Planning Opportunities?
The final months of the year can create valuable opportunities to review your financial plan, evaluate tax strategies, and address important planning decisions before key deadlines pass.
This complimentary 2026 Year-End Planning Checklist from Matt Holbrook, CFP®, helps organize the financial, tax, retirement, insurance, and estate planning considerations that may deserve your attention before year-end.
The checklist can help you evaluate questions related to:
- Tax planning opportunities and tax bracket management
- Investment gains, losses, and capital gain distributions
- Required minimum distributions (RMDs)
- Roth conversion and retirement savings strategies
- Charitable giving considerations
- Business owner planning opportunities
- Healthcare, HSA, and FSA decisions
- Estate planning and beneficiary updates
- Gifting strategies and family planning considerations
- 529 plan funding opportunities
- Upcoming legislative or financial planning changes
Year-End Financial Planning in Newport Beach
Matt Holbrook, CFP®, works with individuals and families in Newport Beach to connect investment management, retirement planning and other financial considerations within a coordinated strategy.