In addition to birthdays and life changes, such as retirement, age milestones are meaningful for financial planning.
There may be planning opportunities to mitigate the taxes associated with a Roth conversion.
Taxpayers may want to estimate income for this year to determine their marginal income tax bracket.
Consider reminding parents that having everyone together at holiday gatherings can be a good time to address some key planning topics.
Investors are considering which charitable giving strategy to use if they are not itemizing deductions under the new tax law.