The Wise Investor Show

Things You Can Still Do This Year, to Affect Last Year's Tax Situation

Informações:

Synopsis

On this week’s show, The Wise Investor Group discussed things you can still do this year, to affect last year's tax situation: 1) Make IRA contribution for last year 2) Recharacterize your Roth IRA conversion if something unexpected happened last year 3) Make SEP IRA contributions up to tax filing, even including extensions 4)… for more tune in to the Wise Investor Group midweek podcast. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.