Plan for Year End Now
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.