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As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset Management Resources review an article from Kiplinger’s magazine and remind listeners that it is a good time to start thinking about optimizing end of year Roth...
As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset
Management Resources review an article from Kiplinger’s magazine and remind listeners
that it is a good time to start thinking about optimizing end of year Roth conversions,
taking IRA required minimum distributions, planning to minimize capital gains taxes,
protecting against unneeded Medicare premium increases, and considering the best
options/methods for charitable giving. Chris also reminds people to be thoughtful and
intentional during the holiday period regarding spending and gifting. The pair discusses
how easy it is to overspend during the holiday period. To read the article referenced
during this segment, see the link below:
https://www.kiplinger.com/retirement/tax-moves-retirees-should-consider-before-end-of-
year
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
Something More with Chris Boyd:
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