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Don’t let the ball drop on your finances as the year comes to an end. Financial professional Justin Halverson talked with WCCO about four important year-end money moves that could lower your taxes and increase your retirement accounts.
Make Your List Early
Click here for a budget worksheet
Estimate Your Tax Liability
Click here for the IRS withholding calculator
Consider a Conversion
Increase Your 401(k) Contributions
Plan for 2020
Start by talking with one of our advisors. We’ll get you on the right track to pursue your retirement dreams by answering your questions and giving you resources for this next chapter.
