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Here are 6 financial moves you should make by Dec. 31: wills, trusts, IRAs, more

By Yahoo! Finance   |   1 year ago
Here are 6 financial moves you should make by Dec. 31: wills, trusts, IRAs, more

As 2024 comes to a close, financial experts recommend key steps before year-end. These include updating beneficiaries, reviewing insurance, estate plans, and maximizing retirement contributions. Consider charitable giving, gift tax limits, and required minimum distributions. Additionally, explore tax-loss harvesting to optimize investments.

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