Year-End Planning: Preparing for 2024 and Beyond
Time to Prepare for 2024 and Beyond
Regardless of how wealthy you are, it’s important to be prepared for routine year-end conversations with financial, legal, and tax advisors. In these articles we have gathered advice from our Commerce Trust team of professionals on a variety of pertinent topics that may guide your discussions.
What to Know About Secure 2.0 Updates and Your Retirement
By: Robert Whitney, Jr., CFP®, Senior Financial Planner
These highlights regarding important legislative updates may have you rethinking your financial plan.
Year-End Planning: Checklist for Conversations with Advisors
By: Miranda Burks, CFP®, Financial Planner
These tips will help you prepare for end-of-year portfolio and financial plan reviews.
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