Posts tagged end of year
Ep 60: Essential End Of Year Checklist

It might not be as exciting as the stock market, but when you consider how much money can be saved if you properly plan for taxes the subject of tax planning should create a little more energy in all of us. On this episode, we'll talk about Brian's Tax Planning Checklist that you should review before we move the calendar to 2022. You might find some important actionable items that'll help you get the most out of your IRAs, 401(k)s, and overall financial plan.

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