SPECIAL REPORT: From Retirement to Tax Planning -- Kiplinger's Year-End Financial Checklist

Seven Year-End Financial Tasks to Check Off Your To-Do List | Tips for Discussing Your Estate Plans During the Holidays | Five Tax Moves Retirees Should Consider Before Dec. 31 Created for {EMAIL} | [Web Version]( November 24, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Youtube]( [Instagram]( Kiplinger Today [SIGN UP]( ⋅ [SHARE]( [] Top Story [] [Seven Year-End Financial Tasks to Check Off Your To-Do List]( [Seven Year-End Financial Tasks to Check Off Your To-Do List]( (Getty Images) 2023 is wrapping up, which means it’s time to get your finances in order before the new year begins, writes financial planner Stacy Francis. [Here’s a checklist]( to consider so you can continue to maximize your money before certain deadlines hit and 2024 arrives. [] Estate Planning [] [Tips for Discussing Your Estate Plans During the Holidays]( [Tips for Discussing Your Estate Plans During the Holidays]( (Getty Images) While you're with your family over the holidays, take advantage of this togetherness to explain your estate plan to the people who will be involved as trustees, executors and guardians. Of course, this can be a sensitive conversation, so attorney Allison Lee has [ideas for how to make it a smoother process](. [See This No Penalty High Yield CD 3x The National Average]( This product is available exclusively through Western Alliance Bank's partnership with Raisin. Raisin is a free platform where you can find, fund, and manage the nation's best savings products. Raisin has helped savers worldwide earn over $1 Billion in interest. [READ MORE]( ADVERTISEMENT [] Taxes [] [Five Tax Moves Retirees Should Consider Before Dec. 31]( [Five Tax Moves Retirees Should Consider Before Dec. 31]( (Getty Images) Yes, tax season is still a ways off; most people don't receive the necessary paperwork until February. But there are things you’ll need to do before New Year’s Eve to save money when you file. Financial planner Evan Beach offers [the best tips for retirees in particular](. [] Retirement [] [Three Keys to Keeping More of Your Money in Retirement]( [Three Keys to Keeping More of Your Money in Retirement]( (Getty Images) The end of the year means looking ahead to the future, which includes your retirement plans. There are things you should be doing now to ensure you have the most money possible set aside for this period of your life. [Here’s what you need to implement in the new year to make that happen](. [] Charity [] [Eight Tips for Giving to Charity This Season]( The holidays aren’t just about giving to friends and family. It’s also a time to give to others, with many wanting to volunteer their money and their time to help their communities. However, there are certain things you should keep in mind when you do charity work this season to avoid scams and further your events. [Read More]( [Here is a 5.60% APY CD, Almost 4x The National Average]( FDIC insured. $1 minimum deposit. 24/7 online access to funds [READ MORE]( ADVERTISEMENT [] Credit Cards [] [Three Best Credit Cards for Holiday Shopping]( Everyone’s spending when the holiday season hits, especially on presents for loved ones. But there are ways to take the sting out of your many purchases and even get great benefits – it just requires using the right credit card. These are the best cards to swipe this season. [Read More]( ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. Our [flagship publications]( include [Kiplinger Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger Retirement Report]( and [Kiplinger Investing for Income.]( All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Kiplinger]( [Sign Up]( | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](mailto:kiplingertoday@smartbrief.com) | [ADVERTISE]( [Future]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036