Fall Items to Check Off Your List
With fall fast approaching, it’s time to take care of a few things before year end that can also set you up for the start of next year.
- Retirement contributions and withdrawals – Just as it’s important to make the necessary contributions to your retirement plan based on your financial plan, you must also take your required minimum distribution (RMD) by December 31 to avoid any penalties if above age 72 or own an inherited IRA. The Merriman Client Services team is hard at work making sure these are all completed for clients. Contributions: The deadline for 2021 Roth IRA and Traditional IRA contributions is April 15, 2022.