Top Five Things to do Before the End of the Year

There’s just a little more than three weeks left before the the end of the year–can you believe it? We know you’ve got a lot on your plate already with holiday shopping, family gatherings, etc., so on this week’s episode of the Wealth & Law Podcast, we’ve put together a list of five easy things that you can do before the end of the year that will benefit you for years to come.

We take a look at making charitable gifts, maxing out 401K plans, taking required minimum distributions from retirement accounts, making annual exclusion gifts, and funding revocable trusts. They are all easy and painless and can done before we ring in the new year. Enjoy!

If you are enjoying the podcast, please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent and Rachel go to https://wealthandlaw.com/team/.

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