Do you know the Tax Rates? Retirement Contribution Thresholds? Required Minimum Distribution Amounts? This checklist can help make sure you don't miss any important components.
It's important to be informed, not just blindly depending upon someone else to know these things. Knowing these numbers and how to work with them can lead to some significant Tax Efficiencies and valuable Tax Planning. This checklist can be a helpful tool to make sure that we don't overlook any of the critical considerations, such as: