End Of Year Planning Tasks
Play • 18 min

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

2:40 - Main Topic: End Of Year Planning

2:55 - Should We Be Maxing Out Our Retirement Contributions?

3:48 - Reviewing The CARES Act

5:04 - Tax-Loss Harvesting

5:33 - Evaluating Tax-Deductible Charitable Contributions

7:45 - Roth Conversions

10:05 - What’s A CFP & RIA?

14:07 - Mailbag: What’s Your Opinion On Flipping Houses As An Investment Strategy?

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