Eric Kies, CFP® explains essential things to do before year-end for retirement accounts.
While it may feel like 2015 just arrived, that New Year’s baby is fast becoming a senior citizen. For investors, that means some year-end tasks remain on the to-do list.
But that doesn’t necessarily mean placing your bets about which stocks or sectors you believe will do well – or poorly – in 2016. Instead, investment professionals say, year-end financial tasks often pertain to taxes or general planning matters.
Here are some tasks investors should handle before the year ends…
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