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What Moves Can I Make Before the Tax Deadline? episode artwork

EPISODE · Apr 1, 2021 · 20 MIN

What Moves Can I Make Before the Tax Deadline?

from Retirement Planning Happy Hour · host Brian Ramsey, Eric Douglas, and Chris Vaughn

Send us Fan MailIn this episode Brian, Eric, and Chris discuss what options are available to you between the beginning of the year and the tax filing deadline, which this year has been extended to May 17, 2021.  We discuss IRA contributions, Roth conversions, and Backdoor Roth strategies.  If you're a business owner, we make sure to address some different options available to you as well.  Make sure to check out our website to learn more about these strategies and schedule a meeting:https://www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

Episode metadata supplied by the publisher feed · Published Apr 1, 2021

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Send us Fan Mail In this episode Brian, Eric, and Chris discuss what options are available to you between the beginning of the year and the tax filing deadline, which this year has been extended to May 17, 2021. We discuss IRA contributions, Roth conversions, and Backdoor Roth strategies. If you're a business owner, we make sure to address some different options available to you as well. Make sure to check out our website to learn more about these strategies and schedule a m...

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This episode was published on April 1, 2021.

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