As we end one year and begin another, there are things you need to think about doing to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to your investments. Here are things you should consider:
Are you holding one or more 401(k) plan accounts from former employers? You have several options:
December brings us the joy of Christmas, but also the beginning of preparation for tax season. Make sure you have done the things you can do to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to those investments.
107 W Crogan St, Lawrenceville Ga 30046 | (770) 963-3699
