In this episode we spend some time with The McPherson Financial Group in house CPA Mark Bernard. Mark and Luke kick things off talking about a common question they hear from clients: how to deal with a ROTH Conversion and what is a ROTH Analysis. Plus, as we wrap 2021, Mark details some things you can do to your tax strategy before the end of the year. 

For more information on the McPherson Financial Group or to schedule a consultation call 321-425-8550 or visit www.artofmoneyradio.com 

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