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End Of Year Planning Tasks

On This Episode:

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.

Show Notes:

2:40 - Main Topic: End Of Year Planning

2:55 - Should We Be Maxing Out Our Retirement Contributions?

3:48 - Reviewing The CARES Act

5:04 - Tax-Loss Harvesting

5:33 - Evaluating Tax-Deductible Charitable Contributions

7:45 - Roth Conversions

10:05 - What’s A CFP & RIA?

14:07 - Mailbag: What’s Your Opinion On Flipping Houses As An Investment Strategy?