Year-End Retirement & Tax Planning

<p style="margin: 0in;"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; color: #0e101a;"> As we move into the fourth quarter of the year, now is the time to be looking ahead and determining what year-end tax planning and retirement planning opportunities and strategies might be available to you. Evaluating where you are today and making the necessary changes can have a very positive impact on your financial position moving forward.</span> <span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; color: #0e101a;"> Regardless of your situation, this episode will help you identify some areas that you should be discussing with your financial advisor before the year ends.</span></p> <p style="margin: 0in;"> </p> <p class="MsoNoSpacing"><strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-bidi-font-style: italic;"> Key discussion points in this episode:</span></strong></p> <ul> <li class="MsoNoSpacing"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-bidi-font-style: italic;"> The difference in tax planning and the tax preparation you do each year.</span></li> <li class="MsoNoSpacing"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-bidi-font-style: italic;"> How we produce tax projections and why that’s a key part of tax planning.</span></li> <li class="MsoNoSpacing"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-bidi-font-style: italic;"> The six different ways you can maximize your retirement planning accounts.</span></li> <li class="MsoNoSpacing"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-bidi-font-style: italic;"> Should you consider a Roth conversion this year?</span></li> <li class="MsoNoSpacing"><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-bidi-font-style: italic;"> The other items like charitable donations, tax withholdings, medical expenses, tax loss harvesting and more.</span></li> </ul> <p> </p> <p><span style="font-size: 14pt;"><strong>Want