Annual Review Meeting Agenda

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Annual Review Meeting Agenda  Update client information Address/phone/email changes Sale of a home, business, major asset transfer Family changes - marriages, divorces, births, deaths Career changes Client health concerns  Review of Economic/Political Events Retirement/Estate/Tax legislation Inflation/interest rate adjustments  Debt Management Compare interest rates on home loans and consider refinancing Consolidate student loans Assess level of debt and implement a plan to reduce it  Investments Revisit risk tolerance Review entire portfolio and identify gaps Examine performance of each investment Adjust asset allocation as needed  Financial Planning Issues by Age Age 50: Make catch-up contributions to IRAs Age 55: Consider 401(k) distributions Age 59½: Eligible for distributions from IRAs without penalties Age 62-70: Apply for Social Security benefits Age 65: Apply for Medicare Age 70½: Start taking required minimum distributions from IRAs  Retirement Planning Health savings accounts, pension plans, IRAs, small business plans Post-retirement lifestyle Current income/adjustments  Insurance Needs Health/disability/life/auto  Long-Term Care Review needs of family members Purchase LTC insurance or devise a plan to self-insure  Education Planning Calculate how much children will need for college Establish a plan for disciplined saving Open a suitable account (529, Coverdell, UGMA)  Estate Planning Review all beneficiary designations  Action Items Do you have any questions for me What are your goals How am I doing Create a savings plan that lists goals, timetable for achieving them, and amount of savings necessary to reach them LPL Financial • Member FINRA/SIPC For broker/dealer use only..

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