End of Year Financial Tasks - Beacon Wealth Management

WDTV News Segment Beacon Wealth Management Solutions 4 Financial Independence with John T. Halterman. As the end of the year approaches, are there any financial tasks that I need to complete? I make $250K a year; what should I do with it?

IRA Distributions Count As Earned Income

Manage Tax Burden

Cash Out Pension

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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