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Our team always puts a high priority on year-end financial planning, but it is especially important this year considering the events of 2020.

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including...

  • How to maximize contributions to your Roth or Traditional IRAs
  • Required Minimum Distribution (RMD) strategies, including the ability to skip your 2020 RMD
  • How to determine if a Roth conversion makes sense in 2020
  • Ways to maximize financial gifts or charitable giving before the end of the year

Additionally, please click here for a complete list of items that you may need to consider for year-end.

                                                       Click Here to Listen

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