Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - The Election Outcome & Roth Conversion Decisions

This week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney.

Here’s today’s interview segment with Sean - a continuation of yesterday’s episode where we talk about why your Roth conversion decision might change based on expected tax policy, as well as Sean’s view of the future tax climate. 

Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. 

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance