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Navigating Potential Changes in the Tax Code
Manage episode 428001615 series 3561335
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This week's conversation with the McPherson Financial Group covers various topics related to financial planning and investment strategies. The primary theme is the second opinion service offered by the group, which helps individuals assess their financial plans and make necessary adjustments. Other subtopics include portfolio management, market volatility, tax planning, and the benefits of Roth 401(k) accounts. The conversation also touches on the potential changes in the tax code and the importance of taking advantage of current tax brackets.
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