We’re in the final stretch of 2020, a year that has been one of the most challenging in recent memory. How are you handling the stress and emotions that come with any holiday season and made even more intense by covid-19 restrictions? I hope that you are managing to infuse some holiday joy into your life regardless. Personally, I am looking forward with hope to a better new year.
Let’s end the year on a high note—financially. We can take steps before year-end to ensure you are getting the most out of your investments and minimizing your 2021 tax bill.
Here are some articles that I found insightful over the past week. I hope you will enjoy reading and share with your network. I’d love to hear what you think and to discuss your year-end planning.
Time Is Running Out to Skip RMDs and Get 401(k) Coronavirus Hardship Withdrawals. Here's How to Act to Minimize Future Taxes.
Dec. 5, 2020
Americans worried about financial stress from the pandemic have until year’s end to take…