EPISODE · Dec 1, 2022 · 29 MIN
Ep # 88: Your Year-End Financial Checklist
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
In this episode, we run through some financial housekeeping items to cross off before the end of the year.Retirement account deadlines - employer plans, IRA, Roth IRA contribution limits and timingRoth conversions - what it is and why you may want to consider itWhat are Flexible Spending Accounts and Health Savings AccountsWhat is tax loss harvesting and how does it workEducation fundingHoliday spending tipsTracking # T004784Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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What this episode covers
In this episode, we run through some financial housekeeping items to cross off before the end of the year. Retirement account deadlines - employer plans, IRA, Roth IRA contribution limits and timingRoth conversions - what it is and why you may want to consider itWhat are Flexible Spending Accounts and Health Savings AccountsWhat is tax loss harvesting and how does it workEducation fundingHoliday spending tipsTracking # T004784 Thanks for listening! If you want to be notified when the next ep...
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Ep # 88: Your Year-End Financial Checklist
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