Skip to main content

Logo
  • Home
  • About 
    • Our Firm
    • What Makes Us Different
    • Meet The Team
    • In The News
  • Services 
    • Annuities
    • Retirement Income Strategies
    • Wealth Management
    • IRA & 401k Rollovers
    • Social Security Maximization Strategies
    • Insurance
    • Comprehensive Life Planning
    • Legacy Planning
    • Risk Management
  • Events
  • Resources 
    • COVID-19 Resources
    • FREE Retirement Guide
    • FREE Financial Newsletter
    • FREE Reports
    • Useful Websites
    • Financial Calculators
  • Blog
  • Contact

    You are here

  1. Home
  2. Archived Blog
  3. November 2020

November 2020

End-of-the-Year Money Moves

Submitted by Parker Financial Group on November 6th, 2020

End-of-the-Year Money Moves

Tags:
  • deductions
  • gifting
  • New job
  • retirement plan contributions
  • Read more

Recent Blog Posts

  • The Pros and Cons of Early Retirement Plan Rollovers
  • The September Effect
  • 2021 Retirement Confidence Survey

Archived Blog

  • October 2021 (1)
  • September 2021 (1)
  • August 2021 (1)
  • July 2021 (1)
  • June 2021 (1)
  • May 2021 (1)
  • April 2021 (1)
  • March 2021 (1)
  • February 2021 (1)
  • January 2021 (1)
  • December 2020 (1)
  • November 2020 (1)
  •  
  • 1 of 3
  • ››

Categories

  • deductions (1)
  • Federal Reserve, investment, cycles, market, trends (1)
  • Financial Professional (1)
  • financial strategy (1)
  • fraud, hackers, hacking, ID, I.D., credit, card, debit, cards, security, safety, identity theft (1)
  • gifting (1)
  • Investing (2)
  • Legacy Planning (1)
  • Life Insurance, Legacy Planning, Wellness (1)
  • Markets, Investment, Investor, Volatility, pandemic, uncertainty (1)
  • medical (1)
  • Medicare (1)
  • New job (1)
  • Planning (1)
  • retire, retirement, retiring, update, updates, Internal Revenue Service, life expectancy, plan (1)
  • retire, retiring, retiree, retirees, retirement, tax, taxes, taxation, tax-free, taxfree (1)
  • retirement plan contributions (1)
  • retirement plans, rollover, retirees, retiree, retirement, retiring, IRA, IRAs, 401, 401k, 401(k), 401 k, 401-k, 401ks, 401(k)s, 401 ks, 401-ks (1)
  • retirement, income, Social Security (1)
  • Roth IRAs, IRAs Retirement Income (1)
  • Social Security (1)
  • Social Security, COLA, Cost of Living, benefits, retire, income (1)
  • tax, taxes, taxation, CPAs, form, IRS, 1099 (1)
  • taxes (1)
  • taxes, budget, checkup, credit score, tax credit, financial checkup (1)
  • Trust (1)
  • Trusted Contact (1)
  • Wealth Management (1)
  • Wellness (1)
  • Women+ Retirement+ Secure Act+ Cares Act+ (1)

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 913-661-9492
Fax: 913-754-1919

Email: info@pfgkc.com

Building 9 in Corporate Woods, 9200 Indian Creek Parkway, Suite 180, Overland Park, Kansas 66210

Get Directions

Quick Message

Rodger Parker is a registered non-solicitor of, and Madison Parker investment advisor representative of, and advisory services are offered through USA Financial Securities Corp. A Registered Investment Advisor located at 6020 E Fulton St., Ada, MI 49301. Parker Financial Group is not affiliated with USA Financial Securities. 

Madison Parker is authorized to transact investment advisor services only in states where she is properly registered. For investment advisory services these states include: Madison - AZ;CT;KS;MO;NM;OR;TX;WI.. Additionally, clients who are not residents of these states cannot be serviced.

This website is not intended to provide investment, legal, or tax advice, no to effect securities transactions or to render personal advice for compensation.

© 2021 Parker Financial Group. All rights reserved.

Website Design For Financial Services Professionals