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
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.