As we near the end of the year, what do you need to make sure to take care of? From Roth conversions to estate planning, Brian talks about the ways these things can work to your benefit.

 

Read more and get additional financial resources here: https://financialplanningva.com/bidens-tax-plan-end-of-year-planning/ 

 

What we discuss on this show: 

0:16 - What should you be doing before the end of the year?

1:20 - What does Brian think of the Roth conversion?

3:15 - Taxes are likely going up.

4:40 - How are people feeling about the election?

6:45 - Do Americans blow their inheritance?