Join us for our next Lunch & Learn!

What Should You Do Before Year-End? RMDs, QCDs & Roth Conversions

Year-end is coming up quickly, and there are a few financial decisions that are worth looking at before December 31. We will focus on some of the most common year-end planning opportunities, including:

• RMDs: What you need to know and some strategies to consider
• QCDs: How qualified charitable distributions can work with your RMD
• Roth Conversions: When a conversion might make sense and what to consider
• Year-end tax planning: A few other items worth checking off your list

We’ll keep it practical and easy to understand, with plenty of time for questions.

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Looking forward to seeing you!