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With the last weekend of summer behind us, thoughts of end of year financial planning are upon us. Have you asked yourself the following questions?
- What positions in my portfolio have run down considerably and are candidates for a capital loss to be realized?
- Did I take my RMDs this year? Am I sure I got them right?
- Was my charitable gifting strategy in line with my purpose and was it done with tax optimization in mind?
- Did I contribute the correct amount to my 401k and/or IRA accounts?
If any of these questions have crossed your mind, give us a call and let’s discuss!