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A year-end investment review helps ensure your portfolio still aligns with your goals. A few thoughtful adjustments now can help you enter the new year more organized and confident.

Year-end is the ideal time for retirees to review their finances, reduce taxes, and strengthen their retirement income plan. This guide walks through 10 practical steps—from RMDs and QCDs to Medicare, withdrawals, and rebalancing—that help retirees stay organized and financially prepared for the year ahead.