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End Of The Year Money Moves

End Of The Year Money Moves

Released Tuesday, 15th December 2020
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End Of The Year Money Moves

End Of The Year Money Moves

End Of The Year Money Moves

End Of The Year Money Moves

Tuesday, 15th December 2020
Good episode? Give it some love!
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Today, Kevin Dick of KDI Wealth joins Jon Gay to discuss the important things you should do with your money as we (finally) wind down 2020 and look to the future. 

They include:

  • Spending any FSA money that won't roll over.
  • Take your RMD if it makes sense - not required in 2020
  • Make any charitable donations
  • Evaluate any changes your employer made to your benefits for 2021
  • Review your 401k Contributions
  • Make sure you are maxing out your company match
  • Consider a Roth conversion
  • Look at tax loss harvesting, if applicable
  • Evaluate your estate plan, including beneficiaries
  • Look at your budget. If you don't have one, make one.

For more help with your financial future, contact Kevin at KDI Wealth.

Call (877) 474-4350

Email: [email protected]

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From The Podcast

Pivot With KDI Wealth

Kevin Dick has been helping individuals, families and business owners create and live out their financial dreams for over 20 years. In those 20 plus years, he has experienced a myriad of financial markets, family dynamics and life events and has seen how quickly plans and dreams change when the unexpected happens. Kevin has learned and will share that one of the keys to successful financial outcomes is learning to pivot when relationships or circumstances change. Good, sound advice to help make right choices is why he believes his clients look to him when change is inevitable. How can you pivot today? For more, find us at https://www.kdiwealth.com/Disclaimers:KDI Wealth Management, 8817 East Bell Road, Suite 202, Scottsdale, AZ 85260. Phone: 928-474-4350. Website: www.kdiwealth.com. Check the background of this investment professional on http://brokercheck.finra.org.The content provided is for informational and educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please consult a financial advisor specific to your situation.This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, MA, MI, MN, MO, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser.

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