As we wind up 2019 we thought it would be a good time to review some year-end financial planning check list items and strategies. We’ve got a few of each. Then we’re going to switch gears a bit and talk about some financial planning questions that we should all know the answers to. Thanksgiving is such a family time that we wanted to base this show on financial planning topics you might discuss with your family.
This show is full of tasty year-end financial planning topics including retirement plan contributions, tax withholding, capital gains strategies, charitable gifting and Roth Conversions.
Listen to our latest show, Another Helping of Year End Financial Planning Topics, to find out more.