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Smart moves to make with your retirement portfolio before the end of the year

December 14, 2021

From the CNBC website

As you make your to-do list to wrap up the year, don’t forget to include checking on your retirement portfolio.

There are several moves you can make now to help boost your savings and set yourself up for a good year ahead.

“There are a handful of items that are sensitive to year end,” said certified financial planner John Roland, partner and private wealth advisor at Beyond Financial Advisors, an affiliate of Northwestern Mutual Private Client Group based in Oak Brook, Illinois.

“It’s an opportunity you can’t get back.”

Whether they are time sensitive or just make good sense, these strategies can help strengthen and optimize your retirement savings.

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