Things You Need to Do Now Before Year End

Dec 8, 2019 – On this edition of Lifetime Planning Jim Puplava and Chris Preitauer discuss key dates and thresholds that occur prior to 2020. Whether it’s Medicare, RMD distributions, key tax brackets, above the line distributions, pensions, C-corp dividend exclusions, or Roth conversions, it’s all here. Make sure you go into 2020 prepared!