Year-end tax planning
Jacksonville’s Retirement Coach with Adam Wolf · Adam Wolf
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Show Notes
Adam Wolf defines what year-end tax planning is. He explains maximizing Roth IRA contributions, converting certain accounts into Roths by the end of the year, taking required minimum distributions (RMDs), and tax-loss harvesting. Adam also talks about his Thanksgiving plans and Jacksonville’s major “Tony’s Turkey Trot” run that raises money for those affecting by traumatic brain injuries. Runners can sign up for the annual fundraiser here.
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