The December 31st Retirement Deadline: 7 Decisions To Consider
Several valuable retirement-planning opportunities expire when the calendar turns to January. Jon Sanchez explains seven decisions retirees and future retirees should evaluate before year-end, including required minimum distributions, qualified charitable distributions, Roth conversions, capital gains and losses, tax withholding, Medicare IRMAA and retirement-plan contributions. Learn why tax preparation is not tax planning—and why waiting until April may be too late to change the outcome.
The skinny
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