Don't Wait Until It's Too Late

December 12, 2016

 If you’ve ever forgotten a gift or simply waited until the last minute to buy one, you know how hectic shopping the final week before Christmas can be. Taking care of end of the year financial issues is no different, particularly because not all institutions are open during the holidays and requests made during the final weeks of the year may not be processed before January. As such, we want to remind you to make sure to contact your advisor now for any end of the year needs you may have such as the following:

  • End of the year distributions

  • Account conversions

  • Opening new accounts to make 2016 contributions

  • Required Minimum Distributions

We know that the holidays are a busy time which is why we want to make sure that everything you need to take care of gets done in plenty of time. If you find yourself with end of the year questions regarding tax planning or simply find yourself needing an extra distribution to cover holiday spending, please contact your advisor today.

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DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

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