2021 Year-End Planning Strategies

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 retirement accounts
• How to determine if a Roth conversion makes sense in 2021
• 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.