The American Association of Individual Investors held a live video event on Wednesday, December 17, 2020, with AAII’s Charles Rotblut.

The end of the year is a good time to review your portfolio and your estate planning documents. AAII Journal editor Charles Rotblut shows how the Individual Investor Wealth-Building Process can give you a structure for easily conducting a thorough checkup in this interactive webinar.

Watch this webinar and learn:
-How to create an effective checklist to ensure you look at what’s needed
-The importance of maintaining an inventory of key estate documents
-Why reviewing changes in your and your family’s life annually can avoid big problems

AAII Articles
Helpful Steps My Late Father-in-Law Took ([ Ссылка ])
A Telephone Call Is Not Enough to Change a Beneficiary Designation ([ Ссылка ])
Estate Planning Articles Archive ([ Ссылка ])
Two Simple Ways to Avoid Estate Planning Problems ([ Ссылка ])
Protecting Yourself Online (password managers) ([ Ссылка ])
Optimizing Retirement Withdrawals Using the Level3 Strategy (Jim Cloonan) ([ Ссылка ])
For Portfolio Reviews, Look at Only What You Need To ([ Ссылка ])
17 Financial and Investing Moves for 2020 ([ Ссылка ])
Roth Versus Traditional IRA decision tree ([ Ссылка ])
IRA Rollover Chart: Rules Regarding Rollovers and Conversions ([ Ссылка ])
The Individual Investor’s Guide to Personal Tax Planning 2020 ([ Ссылка ])

Other AAII Resources
Learn & Plan, home of the Wealth-Building Process ([ Ссылка ])
My Portfolio tool ([ Ссылка ])
Jim Cloonan Tribute Wall ([ Ссылка ])
“Investing at Level3” ([ Ссылка ])
Charles’ weekly Investor Update commentary ([ Ссылка ])
Webinar on Tax Issues ([ Ссылка ])

Other Resources
RMD Rules ([ Ссылка ])
IRS Website ([ Ссылка ])

Here are the slides from the presentation: [ Ссылка ]

Want more financial education? Learn more about AAII at [ Ссылка ]

ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Key Year-End Financial Planning Steps | AAII

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