Gifting and estate plans can be priorities at year-end
Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.
Tag: 529 plans
Top three topics for year-end planning
Year-end tax planning is an opportune time to connect with clients and review some key topics, including IRA-required minimum distributions, tax-loss harvesting, and annual gifting strategies. 284778