So as we round the final turn to the race of 2024, now is an appropriate time to remind you to review your year end plans, taxes and gift lists.
We recommend taking a look at your pro forma tax situation and make sure that you're properly withheld, gifted, converted, etc... IRA distributions, ROTH conversions and charitable gifting plans should be executed sooner versus later in our minds. Markets will have some volatility with the last earnings reports, tax loss harvesting and eventual Santa Claus rally.
Our best recommendation - BE PREPARED! So you may be investing in the BEST not the rest, we like to have our shopping lists ready and let the world events aid our investing.
Here comes the winter weather right on cue too!
Need more?!? Just give us a ring 262/456-3535