What to do by December 31st

01/15/2024 11:00

  • If you reach 73 this year and you are the owner of a traditional IRA, make sure you have taken your required minimum distribution.

  • Have you moved? Tell the IRS your new address by filing form 8822.

  • Have you changed your name, due to divorce or marriage? Notify the Social Security Administration (SSA) to update your name.

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