What should you do before the end of 2020 when it comes to your finances? We'll run through a list of items on this show.
Read more and get additional financial resources here: http://petersonfg.com/year-end-financial-planning-checklist/
What we discuss on this show:
1:15 - Are you maxing out retirement contributions?
2:36 - Are you using the options available in the CARES Act?
3:50 - What is tax-loss harvesting and why should we explore it?
6:44 - Are you making charitable contributions?
8:28 - Should you do a Roth conversion?
