Nov 23, 2021
What are you doing for year-end planning? Have you met with your financial advisor yet to discuss these things?
Get additional information: https://financialplanningva.com/podcast/end-of-the-year-planning/
Today's show schedule:
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?