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End of the year; time to Optimize
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…
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