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Year End Tax tips RMD, 401(k), gift giving, donations 2019


Year End Tax tips for RMD, 401(k), gift giving, donations Tips on Required Minimum Distribution (RMD) Funding Retirement accounts 401(k), 403(b), SEP, Simple Plans Tips on self employment Keogh Plan Loss Harvesting on capital gains Tips on Gift Giving by December 31, 2019 Tips on Donations and Donation Receipt Finally, a photo of cute puppies if the Tax tips were too boring. _________________________________________________ Katie St. Ores CFP®, ChFC®, EA, LTC • 97 Hours of Continuing Education each year to maintain Professional designations • CFP® - Certified Financial Planner • ChFC® - Chartered Financial Consultant • EA - Enrolled Agent - Empowered by the U.S. Dept of the Treasury • Licensed Tax Consultant –Licensed by the State of Oregon • Registered Investment Adviser- Oregon Div. of Financial Regulation • Tax Accountant - Markusen & Schwing CPA's • Certified Investment Management Analyst program -Wharton - University of Pennsylvania • Certified Mergers & Acquisition Advisor program - Loyola University • Certificate in Accounting - UC Berkeley • Master of Science in Project Management - University of Wisconsin • Master’s in Administrative Management with Honors - Moscow State University • ACAMS - Anti-Money Laundering Specialist Program • YouTube - Educational Channel-Finance, Investment, Taxes • Series 63 - Uniform Securities Agent State Law Exam • Financial Advisor, Tax Consultant - St. Ores Wealth Management Katie St. Ores Yamhill County Offices across from the Yamhill County Treasurer & Yamhill County Courthouse McMinnville, Oregon 97128 Katie St. Ores CFP®, ChFC®, EA, LTC St. Ores Wealth Management llc www.SaintOres.com 2020 Women’s Initiative (WIN) CFP® Board 2020 Financial Women to Watch on Youtube...(read more)


LEARN MORE ABOUT: Keogh Plans
REVEALED: How To Invest During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
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