End Of The Year Money Moves

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 2020Make any charitable donationsEvaluate any changes your employer made to your benefits for 2021Review your 401k ContributionsMake sure you are maxing out your company matchConsider a Roth conversionLook at tax loss harvesting, if applicableEvaluate your estate plan, including beneficiariesLook 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: kevin@kdiwealth.com