Episode 101: End-of-Year Financial Planning

A lot has happened this year, particularly in the past few weeks. As 2021 approaches, how do we need to prepare? What’s significant about changing from one year to the next? What financial moves do you need to make now?

 

Read more and get additional financial resources here: https://coveryourassetskc.com/episode-101-end-of-year-financial-planning/ 

 

2:17 - 2021 is around the corner.

4:07 - Tax moves you might want to make.

7:35 - What would happen if Biden increases the tax rate on long-term capital gains?

10:51 - What is the gift tax?

14:33 - Are you considering a Roth conversion?