What Issues Should I Consider Before the End of the Year?
- Author
- David Shotwell CFP(r) and Nick Nauta CFP(r)
- Published
- Thu 18 Nov 2021
- Episode Link
- https://srbadvisors.com/what-issues-should-i-consider-before-the-end-of-the-year/
The end of the year is 6 weeks away. When it comes to your financials, there are some important things to consider this time of year. Take stock now and be sure you don’t miss any important deadlines. Listen to the entire episode for tips and instructions on what you should be doing to set yourself up for 2022 and beyond. RMD Calculator The financial advisors at Shotwell Rutter Baer work with many...
