Financial Must Do Tasks Before December 31
Prairie Eco-Thrifter
DECEMBER 25, 2014
Keep a close eye on December distributions so that you can know whether or not to sell losing stock, do a Roth conversion, or a redemption. If you are blessed with more than enough money and want to pass some of it along to heirs, you can give up to $14,000 each to as many people as you want each year. Sell losers. Use it or lose it.
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