Year End Checklist

06/11/2023 16 min Temporada 2 Episodio 10
Year End Checklist

Listen "Year End Checklist"

Episode Synopsis

Today Jeff and Camille go over a list of items to accomplish concerning your finances, taxes and more before the end of the year, with an emphasis on Required Minimum Distributions and getting appointments made by the end of November to be sure everything which needs to be done can be finished by year's end.