{"id":6190,"date":"2022-10-10T08:10:00","date_gmt":"2022-10-10T12:10:00","guid":{"rendered":"https:\/\/www.whitcomb.com\/?p=6190"},"modified":"2022-10-06T15:02:56","modified_gmt":"2022-10-06T19:02:56","slug":"end-of-year-checklist","status":"publish","type":"post","link":"https:\/\/www.whitcomb.com\/blog\/2022\/10\/10\/end-of-year-checklist\/","title":{"rendered":"End-of-Year Checklist"},"content":{"rendered":"\n<p>With the end of the year approaching, we wanted to remind you of a few things to consider regarding your retirement accounts.<\/p>\n\n\n\n<p><strong>Have you fully funded your Retirement Savings? <\/strong>Here are the contribution limits for 2022:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"464\" height=\"174\" src=\"https:\/\/www.whitcomb.com\/wp-content\/uploads\/2022\/10\/inf-fall22-ML-1.png\" alt=\"\" class=\"wp-image-6191\" srcset=\"https:\/\/www.whitcomb.com\/wp-content\/uploads\/2022\/10\/inf-fall22-ML-1.png 464w, https:\/\/www.whitcomb.com\/wp-content\/uploads\/2022\/10\/inf-fall22-ML-1-300x113.png 300w\" sizes=\"(max-width: 464px) 100vw, 464px\" \/><figcaption>*You have until the tax filing deadline (April 18, 2023) to make 2022 contributions into your Traditional or Roth IRA.<\/figcaption><\/figure>\n\n\n\n<p><strong>Have you satisfied your Required Minimum Distribution (RMD)? <\/strong>IRA owners must withdraw a minimum amount from their account annually starting in the year they turn 72. 2022 RMD amounts are calculated using your 12\/31\/2021 account balance and your life expectancy. Stay tuned, RMD rules may be changed in the future!<\/p>\n\n\n\n<p><strong>Have you considered a Qualified Charitable Distribution (QCD)?<\/strong> Do you have a heart for charity? Consider a QCD to satisfy all, or part, of your RMD. QCDs are a way to transfer funds directly to a qualified charity of your choice in a tax-free event!<\/p>\n\n\n\n<p>If you would like to discuss how this applies to your financial plan, let\u2019s talk!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the end of the year approaching, we wanted to remind you of a few things to consider regarding your retirement accounts.<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"categories":[46],"tags":[248,249],"acf":[],"_links":{"self":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/posts\/6190"}],"collection":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/comments?post=6190"}],"version-history":[{"count":2,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/posts\/6190\/revisions"}],"predecessor-version":[{"id":6204,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/posts\/6190\/revisions\/6204"}],"wp:attachment":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/media?parent=6190"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/categories?post=6190"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/tags?post=6190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}