5 Things to Do Before Year End (Presented By: Craig Ferrantino, CWS®, CFF®)

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The end of the year is nearing, sooner than you may realize, and it is time to recall important deadlines. At this webinar, we will discuss five things to review before the end of the year. In doing so, we will explain the retirement process along with potential tax advantages remaining for 2023.

We will go over:
– Maximizing Retirement Account Contributions
– Roth IRA Conversions
– Required Minimum Distributions
– 529 Contributions
– Making Non-Filed Gifts

Have a topic you want to learn more about, or feel would be a good fit for a future webinar? Email jenna@craigjamesfinancial.com

Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.

Material discussed is meant to provide general information and it is not to be construed as specific investment, tax, or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.