Description

It's hard to believe that Thanksgiving is just a week away, and as we get closer to the end of the year it's time to be thinking about what we need to do to be tax-efficient. In this show, we cover 5 tax considerations and some of them have deadlines so pay close attention: 

1. harvesting tax losses and gains
2. Required Minimum Distributions (RMDs) 
3. Qualified Charitable Distributions 
4. Roth IRA conversions 
5. maximize contributions to your tax-advantaged account

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