7 Year End Financial Planning Considerations



As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family gatherings. It may seem like just yesterday you were planning your 4th of July, or your week long summer vacation. Sure enough though, Thanksgiving has passed, electric bills are skyrocketing from all the lights and Christmas carols are playing 24/7 on the radio.

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Tax Free 401(k) Withdrawals? Maybe…

No, this isn’t a political prediction on who’s going to win the White House and what they might say about your taxes. And no, I’m not claiming that there will be massive tax law changes that will drastically change the way you pay taxes on your savings. I am concerned you may not fully understand your savings options.

I came across a situation recently that might be more common than I wish it were.

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