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Year End Checklist - December 4, 2022

EPISODE · Dec 4, 2022 · 42 MIN

Year End Checklist - December 4, 2022

from Wealth Michigan with the McIntoshs' · host Mindy and Nolan McIntosh

It's the end of 2022, so what moves may you need to make before the end of the year? Today Mindy goes over what some of those important items are, including tax planning strategies, possible Roth conversions, charitable donations, and more.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

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Year End Checklist - December 4, 2022

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