))
Roth conversions and year end financial planning
Manage episode 454634263 series 3577077
Content provided by MY Wealth Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MY Wealth Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Dan and Emily discuss the year-end tax strategy of Roth conversions, important topics for year-end financial planning, and how a senior financial planner spends the end of their year.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults
45 episodes
Share
