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[Video] What Needs To Happen Before 12/31
What Needs To Happen Before 12/31 As we approach the end of the year what things do we need to be thinking about? What HAS to happen before 12/31? We’ve created a list of these items that you can download at our website, but right now we are going to talk through each of these…
[Video] Complete Your RMD’s
What are RMD’s and how can you make sure they are complete? Another item on your year-end checklist is making sure that your required minimum distributions are completed. There can be a variety of different types of accounts that this affects so we really want to make sure that we don’t forget about something. This…