Financial Must Do Tasks Before December 31
Prairie Eco-Thrifter
DECEMBER 25, 2014
Have you wrapped up your finances for the year? 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. Do a Roth conversion. Once December 31 rolls past, you’ve lost the ability to give that year’s money tax free to others.
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