Month: November 2016

Year End Reminders for Tax and Estate Planning

November 28, 2016

The last months of the year are often hectic and it is easy to overlook important deadlines. Below are a few items to keep in mind as the new year approaches: IRA Required Minimum Distributions and Qualified Charitable Distributions by December 31 Retirement funds in an IRA, SIMPLE IRA, or SEP IRA cannot be kept…

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