How to deal with year-end financial planning

11/21/2010 | CPA2biz

The end of the year is a great time to talk to clients about their financial plans for the coming year. Some topics advisers may want to address include the required minimum distributions needed to be taken out of IRAs for people over 70½ years old, spending the balance of Flexible Spending Accounts if they don't have the 2½-month extension provision and maximizing itemized deductions with charitable contributions.

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