Born Before 1966? 7 Assets to Review Before January 2027 — Most Retirees Don’t Know

Born before 1966? Before the end of 2026, retirees should review their assets, tax exposure, and beneficiary designations. This video covers 7 areas to check, including retirement accounts, savings, investments, real estate, life insurance, and estate planning considerations. Learn what may need attention before January 2027 and why moving assets without understanding the tax or benefit consequences can be costly. Rules vary by account type and personal circumstances, so consult a qualified tax or financial professional before making major changes. 00:00 – Introduction: 7 Assets Retirees Should Review 01:25 – Why Year-End Financial Planning Matters 03:00 – Asset #1: Checking and Savings Accounts 04:50 – Asset #2: Traditional IRA and 401(k) Accounts 06:40 – Asset #3: Roth IRA and Tax-Free Withdrawals 08:25 – Asset #4: Brokerage Accounts and Capital Gains 10:10 – Asset #5: Real Estate and Property Planning 12:00 – Asset #6: Life Insurance Policies 13:45 – Asset #7: Beneficiaries and Estate Planning 15:30 – Tax Consequences to Consider Before Moving Assets 17:15 – How Asset Changes May Affect Retirement Benefits 18:45 – What to Review Before December 31, 2026 20:10 – Final Checklist for Retirees 21:00 – Important Financial Disclaimer Subscribe to Retirement Watch USA for practical retirement, tax, and senior money tips. #RetirementPlanning #Retirees #TaxPlanning #RetirementTips #SeniorFinance #AssetProtection #EstatePlanning #IRA #401k #RetirementIncome #FinancialPlanning #RetirementWatchUSA