Year-End Tax Planning Part II with Nick DeVito

What this episode covers

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the second of a two-part series discussing year-end tax planning. In this episode, Mike and Nick review further considerations for year-end taxes. Topics in this episode include: tax loss harvesting, Roth IRA conversions, and business deductions. 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 27 minutes long.

When was this Financial Planning Explained episode published?

This episode was published on December 19, 2023.

What is this episode about?

On this week’s episode of “Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito. Nick is a financial planner at Menninger & Associates Financial Planning. This episode is the second of a two-part series...

Can I download this Financial Planning Explained episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.