Tax Planning Checklist

Use our checklist for your 2020 Tax Year plans

2020 Tax Planning

Name:

E-mail Address:

TRANSACTIONS

1. I put funds in my traditional IRA account.

2. I put funds in my Roth IRA account

3. I moved funds from my traditional IRA to a Roth IRA account.

CASH FLOW

1. I started to receive payments for deferred compensation.

2. I started to receive payments from my pension.

3. I started to receive payments from my IRA or 401(k).

LIFE CHANGES

1. I plan to retire in the next 5 years.

2. I retired from my job this year.

3. My child is no longer my dependent.

Featured Thought Leader

Erika Young, CRPS®, CPFA, AIF®

To watch Erika Young interact with her clients is to see her passion for helping business owners and their employees achieve their goals. As Partner in Charge of Human Capital Management Solutions and Director of Employer Plan Services at our affiliate, Wipfli Financial Advisors, LLC, Erika uses her valuable experience and broad industry knowledge to help businesses assess their employees’ needs and design secure, holistic solutions that can offer value for the future.

Full Profile

Tax Planning Checklist

Use our checklist for your 2020 Tax Year plans

Featured Thought Leader

Eagle Hill School: Cloud Financial Management with Sage Intacct

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