Jennifer Gartenberg, Managing Director at Mesirow, joins Jon Hansen on Your Money Matters to give seven tips for your end-of-the-year financial planning. Jennifer talks about things that can help you as we go into the new year, from taxable estates and charity to considering converting a traditional IRA to a Roth IRA. For more information, visit www.mesirow.com.
https://serve.castfire.com/audio/7024907/jennifer_G_2024-11-05-002807.64kmono.mp3
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