As the fourth quarter begins, now is the time to plan for year end. Below are
year end items to consider with recommended deadlines for scheduling.
IRA Charitable Contributions - November 1st
IRA Required Minimum Distribution - November 15th
Charitable Gifts - December 1st
Family Gifts - December 1st
Please contact our office now at (312) 873-1260 to schedule your year end transactions.
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