As the year winds down, it also presents timely retirement tax planning opportunities that can be taken advantage of before the year’s end. The final weeks of 2021 present a critical planning window for the best tax planning options—many that may disappear after December 31.
Review our year-end financial to-dos to help ensure that you start 2022 out on the right foot. Click here to download our .“Year-End Checklist” From doing a Roth conversion to transferring money from an IRA to a qualifying charity tax-free, now is the time to make your tax-savvy moves! Our team of knowledgeable, trained experts is here to help. Contact our office at (425) 252-4032.