Interest Groups

Year-End Retirement Planning - Estate Planning and Administration News

Get the news you want the way you want it: click the RSS button in the right corner to add this feed to your RSS reader, or click here to subscribe to this content. By subscribing, you’ll find this news on your Member Account page, and the latest articles will be emailed to you in your customized IndyBar E-Bulletin e-newsletter.

Estate Planning and Administration News

Posted on: Nov 24, 2014

The end of the year brings on a whole list of tasks for people with IRAs, 401(k)s and other retirement accounts. There are many deadlines to keep track of, and that can be a challenge for many people. Check out this post for a year-end to do list for reitrement planning, and keep it in mind when you have family, friends or clients who need a clearcut way to stay on top of their retirement planning during the busy holiday season.


Indianapolis Bar Association (IndyBar) est. 1878 | 4,536 Members (as of 2.11.21)