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Year End Planning

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Content provided by Common Sense Investing and XML Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Common Sense Investing and XML Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this episode of Common Sense Investing we start thinking about the end of the year. We look at the Roth versus the Traditional IRA, Charitable giving and tax selling. We also talk about some of our favorite stocks. 10.20.21
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185 episodes

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Year End Planning

Common Sense Investing

23 subscribers

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on October 10, 2024 23:26 (1M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 305096245 series 1566569
Content provided by Common Sense Investing and XML Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Common Sense Investing and XML Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this episode of Common Sense Investing we start thinking about the end of the year. We look at the Roth versus the Traditional IRA, Charitable giving and tax selling. We also talk about some of our favorite stocks. 10.20.21
  continue reading

185 episodes

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