#048: Steps To Take Before The End of The Year




Big Picture Retirement show

Summary: Charitable contributions, Harvest Investment Gains or Losses, Required Minimum Distributions, and sit down to review stuff with your Tax Advisor. There are a number of things you could do in the next few weeks to properly wrap up 2017. How do you decide which items to prioritize? Devin and John cover things they think you need to do before the end of the year. For more details, visit http://www.bigpictureretirement.net/048