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#048: Steps To Take Before The End of The Year

#048: Steps To Take Before The End of The Year

FromBig Picture Retirement


#048: Steps To Take Before The End of The Year

FromBig Picture Retirement

ratings:
Length:
23 minutes
Released:
Nov 27, 2017
Format:
Podcast episode

Description

Things You Should Do Before The End Of The Year: Charitable contributions Harvest Investment Gains and Losses Required Minimum Distributions Sit Down And Review This Stuff With Your Tax Advisor There are a number of things you could do in the next few weeks to properly wrap up 2017. How do you decide which items to prioritize? Devin and John cover things they think you need to do before the end of the year. For more details, visit http://www.bigpictureretirement.net/048
Released:
Nov 27, 2017
Format:
Podcast episode

Titles in the series (100)

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.