Year-end Financial Housekeeping

As we approach the end of the year, many people find it beneficial to review their financial strategies and make any necessary adjustments for a more secure retirement. John Moran of J.M Franklin & Company, LLC will give a virtual presentation offering valuable insights and practical advice to participants who are interested in optimizing their retirement plans before the year concludes. Moran will cover year end financial house keeping topics such as:

Required Minimum Distributions (RMDs)

Tax-loss harvesting

Maximizing retirement account contributions and conversions

Qualified Charitable Distributions (QCDs)

Safe withdrawal rates in the current economic environment