#048: Steps To Take Before The End of The Year
Big Picture Retirement · 23 minutes ·

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

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

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