Advisor meeting
Thirty minutes. Mostly just confirming the plan.
Roth conversion
Did a partial this year. Tax hit manageable.
RMD calculated
Numbers for next year ready.
Beneficiary update
Forms submitted. Should have done this sooner.
Statement arrived
Up three percent. Better than expected.
Rebalanced
Quarterly adjustment done. Back to target allocation.
Policygenius Review
Found a cheaper fund option. Switching.
Transfer complete
401k rolled over. Took two weeks.
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