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. Once December 31 rolls past, you’ve lost the ability to give that year’s money tax free to others. It happened to us last year and caused our medicare premiums to go up.
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