A Slice of AdviceClean
Holiday Shopping Isn’t Your Only Deadline | The Year-End Financial Moves You Can’t Ignore | Avoid the 25% Penalty Before It’s Too Late
A Slice of Advice
Now that you’re approaching retirement, it’s time to get your cut of the pie. But it’s not as simple as taking a slice out of the fridge. You need to …20 clip(s)
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Holiday shopping isn’t the only thing sneaking up on you—year-end financial deadlines are too. In this episode of A Slice of Advice, Kelton breaks down the critical moves to make before December 31st, from maxing out 401(k) contributions to avoiding hefty IRS penalties on required minimum distributions. We also cover Roth conversions, tax-loss harvesting, and charitable giving strategies that can help keep more money in your pocket. Don’t let procrastination cost you—get the insights you need to finish the year strong.
Click here to schedule an appointment with Kelton and his team or call 724-766-8853.
Listen to Kelton every Saturday at 10:30 AM on WJAS.
