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First Quarter Planning Chores
Financial Tip of the Week by Deloitte & Touche OnLine

February 7, 2000


Make sure your finances are progressing into 2000.



See our archive of previous tips on your money, your taxes and your financial plan.

Is it February already? To make sure your finances are sticking to your financial plan, here are the steps you need to take during the first quarter of the year:

  • Complete Form W-4 and adjust withholding if needed.

  • Evaluate before-tax contributions to retirement plans.

  • Evaluate voluntary after-tax contributions to retirement plans.

  • Apply for a Social Security number for any child who does not have one.

For more tax tips on planning your finances throughout the year, see the tax planning calendar in our Tax Planning Guide.

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