Description

Welcome to End of Year Planning

Sponsored by: Center for Enriched Living

The end of the year is an important time to pay attention.  We will be discussing the pitfalls to be avoided and the opportunities to be aware of:

• ABLE Account – Is it fully funded for the year?  Should you consider this?
• Retirement Accounts- Have you met your required minimum distributions?  Can you wait?
• Investments- How do you evaluate changes to your portfolio for the end of the year?
• Gifting – Important end of year gifting strategies to take advantage of to save taxes and make a difference.