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Converting My ENTIRE IRA to Roth the Same Year?!?!, Ep. 29

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Manage episode 347088069 series 2983113
Content provided by Steven Jarvis and Benjamin Brandt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steven Jarvis and Benjamin Brandt 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.

There are a lot of things to think about as the year comes to a close—things that could make your taxes easier or more complicated. In today’s episode, Ben and Steven share their insight on how to get ready for the year-end when it comes to tax planning. You will hear about shadow taxes and other areas that will affect your end-of-year finances and tax decisions. Listen in as Steven and Ben discuss common mistakes they see people make and how to avoid those specific situations.

You can find all show notes for this episode at: http://bit.ly/3G3x0TM

  continue reading

63 episodes

Artwork
iconShare
 
Manage episode 347088069 series 2983113
Content provided by Steven Jarvis and Benjamin Brandt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steven Jarvis and Benjamin Brandt 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.

There are a lot of things to think about as the year comes to a close—things that could make your taxes easier or more complicated. In today’s episode, Ben and Steven share their insight on how to get ready for the year-end when it comes to tax planning. You will hear about shadow taxes and other areas that will affect your end-of-year finances and tax decisions. Listen in as Steven and Ben discuss common mistakes they see people make and how to avoid those specific situations.

You can find all show notes for this episode at: http://bit.ly/3G3x0TM

  continue reading

63 episodes

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