What Moves Can I Make Before the Tax Deadline?

The Money Puzzle

English - April 01, 2021 00:00 - 20 minutes - 14.4 MB
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In this episode Brian, Eric, and Chris discuss what options are available to you between the beginning of the year and the tax filing deadline, which this year has been extended to May 17, 2021. We discuss IRA contributions, Roth conversions, and Backdoor Roth strategies. If you're a business owner, we make sure to address some different options available to you as well. Make sure to check out our website to learn more about these strategies and schedule a meeting:

https://www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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