It’s Almost Thanksgiving!
What are your traditions?
When I was growing up, we moved a lot as my dad was in the Air Force, and we always spent Thanksgiving with whoever was local. Relatives, friends of the family, neighbors and friends of friends who had nowhere else to go. Year to year we never knew who might be around the table. It was always a fun time. Lots of great food, interesting conversations, the Thanksgiving Day parade, Football, and lots of dishes. There was always a good laugh too.
It’s also a great time of year to do some end of year planning. Have you made your charitable deductions for the year? Are you required to make distributions form your IRA’s or other retirement accounts? Should you be considering a Roth IRA or Roth conversion? Have you escrowed adequate funds to make yearend tax payments and or retirement plan contributions?
We are here to help. Our goal is to make sure you are taking advantage of the best and most tax efficient planning opportunities available to you. Tax laws are continually changing, and we work hard to stay on top of these changes to help you best reach your goals.
So, as you’re enjoying your turkey, take time to enjoy the moment. When you have recovered from all that food and your afternoon Thanksgiving naps, remember we are here to help with any year end planning you may have.
Best Wishes to All from all of us at
Oxford Planning Group