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. Do a Roth conversion. Consider income thresholds (which can cause you to incur tax penalties or additional medicare or Obama care premiums or taxes) and decide if a conversion is for you.
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