A year-end financial planning checklist is a must for understanding your retirement plan, optimizing investments, and reviewing tax strategies. Pure’s Financial Planner, Phillip Chinothai, CFP®, AIF®, discusses five ways to keep you on track:

• Review Your Investment Portfolio
• Maximize Retirement Plan Contributions
• Review Roth Conversions
• Plan for Tax Deductions and Credits
• Update Your Financial Plan

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.

Download our Retirement Readiness Guide:
https://purefinancial.com/white-papers/retirement-readiness-guide/?utm_source=youtube.com&utm_medium=advisor&utm_campaign=Pure-20230908

Schedule a free assessment with any one of our experienced financial professionals: http://bit.ly/PureAssessment
Office locations: https://bit.ly/PureLocations
Ask your personal finance questions: https://bit.ly/AskPure
Subscribe to our channel: http://bit.ly/PureFinancialYouTube

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.