Published Feb 20, 2023
274 | Tax Planning 2020 | Sean Mullaney
Tax expert Sean Mullaney shares invaluable strategies for optimizing Roth conversions, business tax planning, and charitable contributions, focusing on maximizing tax efficiency and financial independence. He delves into year-end planning for 2020, from solo 401Ks to tax gain and loss harvesting, offering advice on navigating complex tax rules for better financial health.
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