Sean Talks Tax with DocG

Listen to my discussion with DocG on the latest episode of the Earn and Invest podcast. Available on all major podcast players and at this link: https://www.earnandinvest.com/episodes/five-tax-questions-you-must-ask

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This post is for entertainment and educational purposes only. It does not constitute accounting, financial, investment, legal, or tax advice. Please consult with your advisor(s) regarding your personal accounting, financial, investment, legal, and tax matters. Please also refer to the Disclaimer & Warning section found here

One comment

  1. Additional year end suggestion. If one is considering Roth conversions or other translations that involve multiple financial companies, keep in mind that they will be busy with year end transactions and that some operate faster than others. So consider who you are dealing with and allow for sufficient time for the transactions to be handled properly. Dec may be too late.

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