Description

In this episode, we run through some financial housekeeping items to cross off before the end of the year.

• Retirement account deadlines - employer plans, IRA, Roth IRA contribution limits and timing
• Roth conversions - what it is and why you may want to consider it
• What are Flexible Spending Accounts and Health Savings Accounts
• What is tax loss harvesting and how does it work
• Education funding
• Holiday spending tips

Tracking # T004784

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.