Year-End Tax Planning Part I with Nick DeVito

What this episode covers

This week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the first of a two-part series on year-end tax planning. As we reach the end of the calendar year, it is important to review certain considerations for tax planning. In this episode, Mike and Nick discuss options to maximize retirement plan contributions and proper tax withholding. For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

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Frequently Asked Questions

How long is this episode of Financial Planning Explained?

This episode is 28 minutes long.

When was this Financial Planning Explained episode published?

This episode was published on December 5, 2023.

What is this episode about?

This week on “Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the first of a two-part series on year-end tax...

Can I download this Financial Planning Explained episode?

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