Any key financial moves you should make before the end of the year? Find out on today’s podcast.
Read more and get additional financial resources here: https://wp.me/paIiUZ-hh
What we discuss on this show:
2:35 - Should we max out retirement contributions?
4:10 - What do you need to pay attention to with the CARES Act?
5:46 - What might the CARES Act or SECURE Act 2.0 look like?
7:34 - Have you explored the possibilities for tax loss harvesting?
9:08 - What kind of charitable contributions should you make?
10:43 - Are there any purchases that could give you a tax credit?
11:43 - Does it make sense to do a Roth conversion?
