Legacy End of Year Questionnaire Name * First Name Last Name Email * Have you checked in with your CPA about end of year tax planning? (charitable giving, RMDs, maxing out retirement contributions) * YES NO Have you had any life events this year? (Moved, had a baby, got married or divorced) * YES NO If we do enter a recession, are you comfortable with the position of your investments? * YES NO Do you know if you have contributed enough to tax-advantaged investments this year to cover your tax burden? * YES NO Do you have enough emergency savings? * YES NO Client Comments Anything else we can help with? Thank you!Please take a look at our re-branding and new website. End of year podcast!
