The last few months of the year are a good time to check whether your tax and financial plan still matches what actually happened in 2026. A bonus, retirement withdrawal, investment gain, business change or new family circumstance can all shift the picture.
Our 2026 Year End Planning Checklist brings the key dates and planning questions together in one place. It covers tax projections and withholding, retirement contributions and required distributions, Roth conversions, charitable giving, investment gains and losses, and deductions such as state and local taxes.
You do not need to tackle every item. Start with the ones that apply to you and give yourself time to act before year end. If you would like help seeing how a decision affects both your taxes and your financial plan, the Parker Advisors team is here to work through it with you.