Season 4 Episode 27
Your tax return is both complicated and emotional, and the changes in the tax law this year will strain both. Join Mike and Kevin as they welcome back special guest CPA Ryan Fair to review the seven personal promises you need to make about your tax return this year.
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Do You Need to Take RMD From a Roth 401(k)?
Changes to Investments During This Volatile Market
Roth Conversion Steps to Follow
How To Avoid 10% Early Withdrawal Penalty
Worst Ways to Draw Money From Retirement Accounts
Biggest Financial Surprises in Retirement
Is Now the Time to Lease a Car?
How a Password Manager Can Help Your Estate Plan
How to Pay Off Your Mortgage Near Retirement
Areas of Your Finances You Don’t Realize Are Connected
3 Ways Assets Transfer at Death
Tax Changes You Need to Be Aware of BEFORE You File
3 Ways to Optimize How You Contribute to an HSA
How Stocks Perform With Rising Interest Rates
Tax Strategies To Implement For This Tax Season
Important Ages in Your Financial Life
The Best Place to Get Your Down Payment for a House
How To Manage Today’s Stock Market Volatility
Holes in Your Retirement Savings and How to Fill Them
2021 Market Review & 2022 Investment Outlook
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