Webinar Wednesdays: Year-End Financial Planning Wrap-Up
by AAII Staff | December 17, 2020
If you missed our Webinar Wednesday on December 16, you can watch it here.
The end of the year is a good time to review your portfolio and your estate planning documents. AAII Journal editor Charles Rotblut shows how the Individual Investor Wealth-Building Process can give you a structure for easily conducting a thorough checkup in this interactive webinar.
Presentation slides:
https://www.aaii.com/files/images/20201216-YearEndPlanning.pdf
Post-Webinar Notes
AAII Articles
Helpful Steps My Late Father-in-Law Took
A Telephone Call Is Not Enough to Change a Beneficiary Designation
Estate Planning Articles Archive
Two Simple Ways to Avoid Estate Planning Problems
Protecting Yourself Online (password managers)
Optimizing Retirement Withdrawals Using the Level3 Strategy (Jim Cloonan)
For Portfolio Reviews, Look at Only What You Need To
17 Financial and Investing Moves for 2020
Roth Versus Traditional IRA decision tree
IRA Rollover Chart: Rules Regarding Rollovers and Conversions
The Individual Investor’s Guide to Personal Tax Planning 2020
Other AAII Resources
Learn & Plan, home of the Wealth-Building Process
My Portfolio tool
Jim Cloonan Tribute Wall
“Investing at Level3”
Charles’ weekly Investor Update commentary
Webinar on Tax Issues
Other Resources
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