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ChooseFI | Financial Independence Podcast
ChooseFI | Financial Independence Podcast

274 | Year-End Tax Planning Strategies with Sean Mullaney

Nov 30, 2020 · 53:58
AI Summary
  • Sean Mullaney provides end-of-year tax planning advice for 2020.
  • A checklist is useful for annual tax considerations.
  • Roth conversions are a unique consideration for 2020.

Guests on This Episode

SM
Sean Mullaney
14 podcast appearances

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