4 IRA Transactions to Do by Year-End
Nov 21, 2016
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
With the December 31 deadline fast approaching, work with clients on making timely retirement account transactions. Review QCDs, RMDs, Roth IRA conversions, and SEPP payments as needed to leverage IRA opportunities and avert additional taxes.