Year-End Planning Part 2

There's so much to know about year end financial and tax planning that we couldn't fit it all in one show! Year-end planning is very important, especially in regards to retirement. Whether you're thinking about retiring or are already in retirement, you need to know about minimum distributions, tax planning and income planning and some of the things you need to do before the end of the year. In this episode we go over a number of tips and strategies for year-end planning.