Your 2014 Year End Financial Checklist (RMD, IRA, and Gifting)
The end of 2014 is upon us, and if you haven’t taken care of any of the following yet, now is a good time to do so: • Required Minimum Distributions (RMDs) • IRA Contributions/Funding • End of the Year Gifting Required Minimum Distributions (RMDs) Once you hit the age of 70½, you must begin taking…
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