What should be on the top of your financial to-do list before the end of the year? Do you have everything in order?
IRA expert, Ed Slott says everyone should be considering a Roth conversion this year while the taxes are at historic lows. Does Brian agree? Are Roth conversions for everyone? What other ways can we manage our tax liability?
Regardless of who was elected president, taxes were simply going to go up based on where things stand currently. What will change under Biden’s tax plan if it gets passed? Do you understand the impact it will have on you? Brian and Tug share a bit of their thoughts following the election.
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As we near the end of the year, what do you need to make sure to take care of? From Roth conversions to estate planning, Brian talks about the ways these things can work to your benefit. https://financialplanningva.com/bidens-tax-plan-end-of-year-planning/