Download - Year-End Tax Planning Part II with Nick DeVito

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Financial Planning Explained

Education:Self-Improvement

Year-End Tax Planning Part II with Nick DeVito

2023-12-19

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On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the second of a two-part series discussing year-end tax planning.

In this episode, Mike and Nick review further considerations for year-end taxes. Topics in this episode include: tax loss harvesting, Roth IRA conversions, and business deductions.

For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com