The Financial Answer

Financial planning guidance from West Tennessee’s Nathan O’ Bryant.

New Year Financial Checklist for 2020

Posted on January 9th, 2020

You’ve made it through the holidays, laid out your new year resolutions, and now it’s time to check in on your retirement plan. January presents another opportunity to get your finances in order and we have a checklist of items to look into for 2020.


Show notes and additional resources:


Today's Rundown: 

2:48 – Let’s talk about a checklist of items to be thinking about as the new year begins.  

3:34 – Figure out how the SECURE Act affects you.

5:53 – The Stretch IRA

7:55 – What else do you see from the SECURE Act that people need to be aware of?

8:31 – Another big change is annuities inside 401(k)s.

10:24 – What about the new W4 form?

11:28 – Any changes to contributions? This is the time of the year to be looking at these.

12:24 – It’s the time of the year to start getting all your tax info together.

14:01 – Really it’s just paying attention to your overall financial health.