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RMD

2019 is almost here! Have you completed your pre-flight checklist?

Submitted by TandemGrowth Financial Advisors LLC on December 3rd, 2018

By Jeff Bernier

For pilots, the pre-flight checklist is 100% mandatory. To be sure everything is in working order before leaving the ground, pilot and co-pilot work as a team. Together, they walk through each item on the checklist and verbally verify that every step has been completed. “Landing gear.” Check. “Flaps and slats.” Check. “Spoilers.” Check. “Autobrakes.” Check. Each of these items is carefully checked and crosschecked to keep the plane—and everyone onboard—safe and sound from takeoff to landing.

From a financial perspective, a detailed pre-flight checklist is just as important.

Tags:
  • 2019
  • liquidity
  • RMD
  • tax planning
  • tax-loss harvesting
  • Read more

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