Episode 248: Tax To-Dos

Published: Oct. 27, 2021, 7:51 p.m.

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Last week, it was Year-End Checklist time \\u2026 this week it\\u2019s Tax To-Do\\u2019s with guest CPA, Jon Sluis, of\\xa0Intrust CPA. Jon is a regular on our program who offers unique insights for our listeners. Not only will he remind us of what we should be looking at right now, he will weigh in on a few government tax proposals we may need to consider. It\\u2019s also a good time to talk about the cost of converting to a Roth IRA and determining if that is the right choice for you.

As always, this will be a fast-paced, action-packed program. Be ready to take some notes and don\\u2019t forget to call in LIVE with your questions.

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