End of the year; time to Optimize

<p>As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset<br /> Management Resources review an article from Kiplinger’s magazine and remind listeners<br /> that it is a good time to start thinking about optimizing end of year Roth conversions,<br /> taking IRA required minimum distributions, planning to minimize capital gains taxes,<br /> protecting against unneeded Medicare premium increases, and considering the best<br /> options/methods for charitable giving. Chris also reminds people to be thoughtful and<br /> intentional during the holiday period regarding spending and gifting. The pair discusses<br /> how easy it is to overspend during the holiday period. To read the article referenced<br /> during this segment, see the link below:<br /> https://www.kiplinger.com/retirement/tax-moves-retirees-should-consider-before-end-of-<br /> year</p> <p class="MsoNormal">If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.</p> <p class="MsoNormal"><strong>Something More with Chris Boyd:</strong></p> <p class="MsoNormal"><a href= "https://amrfinancial.com/radio">https://amrfinancial.com/radio</a>/</p> <p class="MsoNormal"><a href= "https://www.facebook.com/SomethingMoreWithChrisBoyd">https://www.facebook.com/SomethingMoreWithChrisBoyd</a></p> <p class="MsoNormal"><a href= "https://www.instagram.com/somethingmorewithchrisboyd/">https://www.instagram.com/somethingmorewithchrisboyd/</a></p> <p class="MsoNormal"><a href= "https://twitter.com/SMoreChrisBoyd">https://twitter.com/SMoreChrisBoyd</a></p>