End of the Year Planning
What are you doing for year-end planning? Have you met with your financial advisor yet to discuss these things?
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Get additional information: https://financialplanningva.com/podcast/end-of-the-year-planning/
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Today's show schedule:\xa0
0:12 - What can you be doing for end-of-the-year planning?
3:02 - Should you do a Roth conversion?
7:45 - What do CPAs think?