Time is Running Out to Book Your End-of-Year Financial Review
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Time is Running Out to Book Your End-of-Year Financial Review
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Time is Running Out to Book Your End-of-Year Financial Review
Have you made an appointment for an end-of-year check of your retirement finances? Time is running out! On this episode of Countdown to Retirement, Greg MacInnis talks about the five things he likes to focus on during a review, including a check of 401(k)/IRA contributions, harvesting stock losses, RMD calculations, Roth conversions and charitable giving.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.
https://gmacfamilyfinancial.com/
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