12/4/22: Things to Consider before EOY

04/12/2022 39 min
12/4/22: Things to Consider before EOY

Listen "12/4/22: Things to Consider before EOY"

Episode Synopsis

Carla and Cassandra are both in to chat about some things to consider before the end of the year. Discussions on Retirement Account Contributions, IRA Conversions to Roth, Tax-loss and Capital-Gain harvesting and More !
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