Zero Percent Tax Bracket, RMD and Advancers v Decliners

Zero Percent Tax Bracket, RMD and Advancers v Decliners

December 08, 2023

In this week's short video, we take a quick look at a couple of key year-end tax reminders. If you are required to take a distribution from your qualified plans, there are some important considerations you should keep in mind. There is a hefty penalty if you forget to take your RMD. However, there is frequently grace extended by the IRS. However, that grace may be coming to an end.

We also review the zero percent capital gains tax rate. Do not miss this huge opportunity ... if it applies to you. Finally, we review some encouraging signs underneath the veneer of the main stock market indices.

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