PlanVision by Mark Zoril

UNKNOWN TAG LINE

Podcast Date: UNKNOWN DATE

Jason talks about taxes, Tis the season…

After the interview, Jason wanted to clarify as follows:

“During the Podcast #15 Taxes with Jason Lynch (3/19/20), I want to clarify that excess short-term capital losses and long-term capital Losses do retain their character as either short-term or long-term when carried forward to subsequent years.”

Podcast Date: 03/19/20

What is the Mega Backdoor Roth IRA? Can You Do It?

Podcast Date: 08/06/20

Should You Use the Pre-tax or Roth Option for Your Company Plan?

Podcast Date: 08/06/20

The Roth Conversion.

Podcast Date: 08/06/20

How and When to do the Backdoor Roth IRA.

Podcast Date: 08/06/20

The Benefits of the Roth IRA.

Podcast Date: 08/06/20

Jason Lynch Introduction.

Podcast Date: 02/06/20

UNKNOWN TAG LINE

Podcast Date: 09/08/20

How can the ACA and Roth Rules affect your tax situation?

Podcast Date: 03/05/20