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December 15, 2018 8:30 am
What is the ultimate finishing well? This week on “Finishing Well”, Hans and Robby are discussing taxes and what you need to do before the end of the year! Even God rested on the seventh day, and you can rest at the end of the year knowing this is all taken care of.
RMDs from your IRAs have to be done by December 31st for this year. If you have put it off, you need to get it on it ASAP, as it can take days or weeks to get these distributions. Even if you do not have RMDs currently, it may be more tax advantageous to pull some money out of these accounts now. There can be tax consequences if you do not look into RMDs and IRA money before the end of every year!
QCDs, or Qualified Charitable Distributions, and gifting are also discussed on this weeks episode - you can do both before the end of the year!
We hope you can finish well in 2018 and have a Merry Christmas!
Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free!
You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com.
