It’s time to assess your IRA plans and be sure to take before the end of the year the actions that can increase your financial independence. Many actions must be completed before December 31 or the opportunity to reap their benefits for this year is lost.
In many cases you want to initiate the actions well before the end of the year. Often, in late December IRA custodians, banks, and brokers are backed up with numerous year-end requests. Some custodians won’t guarantee they can complete your actions in time. Others won’t accept certain types of orders late in December.
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