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Things to Do Before Year End

Nov 10, 2019 – On this edition of Lifetime Planning, Jim Puplava and Chris Preitauer discuss key things that affect most people at the end of the year. Whether it’s the ability to “sneak" more money into your 401(k), gifting stock to loved ones, or tax harvesting for capital gains, this is an episode with an expiration date. Make sure you are in the know as we approach year end.

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