Important Dates for Your Finances This Year
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As the year winds to an end and you begin thinking of holiday plans, don’t forget about some important upcoming financial deadlines:
December 6:
- Initiate 2024 Roth Conversions
December 13:
- IRA withdrawals for 2024 income, including Required Minimum Distributions
- Stock gifts to charities or donor advised funds
- Qualified Charitable Distributions
- Gifts of assets to family members
Watch this video for more information on these deadlines:
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