Roof Advisory Group Announces Your End of Year To-Do List

HARRISBURG, Pa., Nov. 29, 2018 /PRNewswire/ -- There is undoubtedly a lot to do and many distractions as the year comes to a close, but it is important not to let your finances suffer from missed deadlines and poor planning.

Before December 15, be sure to:

• Finalize charitable giving using a Required Minimum Distribution (RMD) or gifts of appreciated stock
• Update Required Minimum Distribution (RMD) needs if they have changed

Before December 31, be sure to:

• Maximize contributions to tax-advantaged retirement savings accounts
• Contribute to 529 plans
• Fund Health Savings Account (HSA), if eligible
• Check the spending rules on Flexible Spending Account (FSA) as distribution requirements vary, if eligible

Things to consider for 2019:

• Evaluate progress toward savings goal
• Review and update financial plan
• Check credit reports
• Review and update IRA and retirement plan beneficiaries as necessary
• Consider rolling over old 401k plans into an IRA
• Review pension buyout options

Roof Advisory Group is an independent, Registered Investment Advisor located in Harrisburg, PA and serving clients across the USA for 20 years. The sole mission of the firm is delivering objective investment management and financial advice as fee-only fiduciaries. Roof Advisory Group has received nearly 30 awards from national honors such as Top Wealth Managers, Top Performing Firm, to local Reader's Choice and Simply the Best. When you're serious about managing your money®, contact Roof Advisory Group.

Media Contact:
Miranda Metz
Roof Advisory Group, Inc.
717.260.9281
[email protected]
www.roofadvisory.com

SOURCE Roof Advisory Group

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