Business:Investing
A lot has happened this year, particularly in the past few weeks. As 2021 approaches, how do we need to prepare? What’s significant about changing from one year to the next? What financial moves do you need to make now?
Read more and get additional financial resources here: https://coveryourassetskc.com/episode-101-end-of-year-financial-planning/
2:17 - 2021 is around the corner.
4:07 - Tax moves you might want to make.
7:35 - What would happen if Biden increases the tax rate on long-term capital gains?
10:51 - What is the gift tax?
14:33 - Are you considering a Roth conversion?
More Episodes
Episode 119: Basketball and Financial Planning
2021-04-08
43
2021-04-08
43
Episode 115: 5 Keys to a Strong Financial Foundation
2021-03-11
41
2021-03-11
41
Episode 113: 5 Things to Know About Capital Gains
2021-02-25
45
2021-02-25
45
Episode 112: Types of Financial Risk to Watch Out For
2021-02-18
46
2021-02-18
46
Episode 111: The Story Behind GameStop Stock
2021-02-11
41
2021-02-11
41
Episode 109: SLY - Safety, Liquidity, and Yield
2021-01-28
53
2021-01-28
53
Episode 108: 5 Important Retirement Statistics
2021-01-21
49
2021-01-21
49
Episode 104: Are You Counting On Social Security?
2020-12-10
39
2020-12-10
39
Episode 102: When’s a Good Time for a Roth Conversion?
2020-11-24
47
2020-11-24
47
Get this podcast on your
phone, FREE
