The Money Puzzle

What Moves Can I Make Before the Tax Deadline?

March 31, 2021 Brian Ramsey, Eric Douglas, and Chris Vaughn
The Money Puzzle
What Moves Can I Make Before the Tax Deadline?
Show Notes

In this episode Brian, Eric, and Chris discuss what options are available to you between the beginning of the year and the tax filing deadline, which this year has been extended to May 17, 2021.  We discuss IRA contributions, Roth conversions, and Backdoor Roth strategies.  If you're a business owner, we make sure to address some different options available to you as well.  Make sure to check out our website to learn more about these strategies and schedule a meeting:

https://www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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