Do You Have to Wait to Make Distributions Before You File That Last Tax Return?

Weekly Wednesday Wisdom Webinars June 14, 2023

Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm to register or give our office a call at 844-885-4200.

Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.

In this week’s webinar, Attorney and Advisor Chris Berry of answers the below questions.

  • 3:14 Do you have to wait to make distributions before you file that last tax return?
  • 5:16 Do you have to wait until the end of the year to file that last tax return?
  • 6:59 Wife is about to pass away, they’re joint on a piece of property, and they want to sell the property, what should they do?

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