Episode 56
Why Year-End Tax Planning Should Be More Than IRA to Roth Conversions
October 14, 202412m 0s
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Show Notes
“Hey Mike, how do you do year-end tax planning? Discover why there’s more to do at the end of the year than figure out how much you want to convert from IRA assets to Roth assets. Year-end tax planning may also include gifting planning, healthcare planning, and income planning for the next year.
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Topics
IRARoth IRAinvestingpersonal financetaxesretirementtax planningretirement incomemarketsstocks