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Listen "End-of-Year Tax and Investment Planning ...for Nerds"
Episode Synopsis
Andre and Brent talk all things year-end planning. This includes backdoor Roths, preventing tax surprises and penalties, and giving stuff away is easy, but tax planning is hard. Sunglasses and Hawaiian shirts make an appearance. Thanks to Paul Roberts for the original music!Educational content. Not investment, tax, or legal advice. Hire an adviser for personalized guidance.
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