Jackie Campbell has your end of the year check list specifically for your tax strategy and if you should make a ROTH conversion now or after the first of the year.  For more information or to schedule a consultation call 727-334-0024 or visit <a href="http://www.mycampbellandco.com">www.mycampbellandco.com</a> See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Jackie Campbell has your end of the year check list specifically for your tax strategy and if you should make a ROTH conversion now or after the first of the year. For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com See omnystudio.com/listener for privacy information.

Jackie Campbell has your end of the year check list specifically for your tax strategy and if you should make a ROTH conversion now or after the first of the year.&nbsp; For more information or to schedule a consultation call 727-334-0024 or visit <a href="http://www.mycampbellandco.com" rel="noopener noreferrer">www.mycampbellandco.com</a>&nbsp;See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

End of Year Tax Checklist

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

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End of Year Tax Checklist

End of Year Tax Checklist