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Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Roth Conversions
Episode 2137

Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Roth Conversions

Retirement Quick Tips with Ashley · Ashley Micciche

November 13, 20243m 5s

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Show Notes

This week on the podcast, I'm bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney.

Here's today's interview segment with Sean, discussing Roth conversions.

Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance