Time for a Year-end Retirement Plan Review - CNBC
As most of us know, periodic review of our retirement plan is needed to make sure we’re on track for the future. But as the end of the year approaches, it’s especially important to understand that there are financial opportunities available now which will disappear on New Years Day, so you should examine whether it’s possible to enhance your retirement plan by taking some steps before the opportunity disappears. In this CNBC article by Michelle Fox, the author discusses how to maximize your 401(k) contributions, explains considerations for rebalancing your investment portfolio, and discusses evaluating year end income tax considerations even to the extent of possibly taking a loss to offset other investment gains. The message is simple – there’s still time to make some financial moves which could help your retirement future. Click here to read more.