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  1. Home
  2. Archived Blog
  3. December 2021

December 2021

Your Year-End Financial Checklist

Submitted by Parker Financial Group on December 2nd, 2021

Your Year-End Financial Checklist

Tags:
  • annual, yearly, to-do, to-do's, to-dos, to do, to do list, to do's, end of year, end of the year
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  • 2022, COVID, Federal Reserve, Taxes (1)
  • annual, yearly, to-do, to-do's, to-dos, to do, to do list, to do's, end of year, end of the year (1)
  • assets, retirement, account, sequence of return, risk, strategy, withdrawals, bull, bear, income tax (1)
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  • Markets, Investment, Investor, Volatility, pandemic, uncertainty (1)
  • medical (1)
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  • 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, retirees, planning for retirement, retirement mistakes, retirement blunders (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+portfolio+cashflow (1)
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  • tax, taxes, taxation, CPAs, form, IRS, 1099 (1)
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  • taxes, budget, checkup, credit score, tax credit, financial checkup (1)
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  • Women+ Retirement+ Secure Act+ Cares Act+ (1)

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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. 

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