FastChat Video: End of Year Review: Why it’s important and what you need to know

Sponsored by Transamerica
 
More Resources to Help Clients

1. Why should advisors emphasize a year-end review? (00:21)
2. With the impact of COVID are there any specific strategies that need to be considered before the end of the year? (02:02)
3. How does recent market volatility impact year-end planning? (04:51)
4. What are a few often overlooked year end planning items? (06:36)