End of Year Planning – Chris Boyd and Jeff Perry review financial planning and tax
strategies investors may wish to consider prior to the end of the year. Topics discussed
are RMD’s, estate planning, life insurance, charitable giving, deferring income,
accelerating expenses, capital gains/loss harvesting and Roth conversions. Chris also
reminds everyone why it is important to check and update your beneficiaries. Chris and
Jeff also inform listeners of the new AMR Team office location in Hyannis and discuss
the recent Grand Opening ceremony.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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