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Kiplinger
Kiplinger
Business
Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Year-End Retirement Tax Planning Actions if You Have $1 Million or More

IRA IRS
(Image credit: Getty Images)

There are two big deadlines every year when it comes to tax planning. The most important deadline is December 31, and the other is April 15 (the deadline to file your taxes).

Most of the strategies we’re talking about here will need to be done before December 31 because they involve tax planning, not tax prep.

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