This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about end of year planning as it pertains to your required minimum distributions. The guys discuss how you may potentially be able to avoid it or take advantage, when you are of age to do so. Next in the SHP story segment, the guys discuss tax planning and what strategies may be available to you before you are 70 ½. Finally, in the weekly market report, Matt will discuss tax harvesting and how you could possibly reduce your tax liability.
