The calendar may be winding down, but some retirement tax decisions still have a deadline.  Kip Hutto discusses year-end financial planning, including required minimum distributions, Roth conversions, investment losses, and capital gains. He explores why timing can matter when taking distributions or selling investments and how spreading Roth conversions across multiple years may affect your tax picture. Plus, Kip shares examples of how investment decisions made late in the year can carry tax consequences. It’s a timely conversation about reviewing your retirement and tax strategy before December 31

Click HERE to schedule your appointment with Kip Hutto!