End Of Year Planning Tasks

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  2:40 - Main Topic: End Of Year Planning 2:55 - Should We Be Maxing Out Our Retirement Contributions? 3:48 - Reviewing The CARES Act 5:04 - Tax-Loss Harvesting 5:33 - Evaluating Tax-Deductible Charitable Contributions 7:45 - Roth Conversions 10:05 - What’s A CFP & RIA? 14:07 - Mailbag: What’s Your Opinion On Flipping Houses As An Investment Strategy?