001: Year End Tax Planning Tips

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Runtime: 34:11 | Views: 616 | Comments: 0

In this episode Patti Brennan and Eric Fuhrman discuss Year End Tax Strategies, Roth IRA’s, Tax Loss Harvesting, QCD’s, 529 Contributions, Roth Conversions and much more.

By Patti Brennan 12/07/2018 01:34 PM

Sponsored by Key Financial, Inc.

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