Year-End Financial Planning: Tax Strategies, Retirement Distributions & Charitable Giving
From Well... It Depends! · 00:14:39
Show by Andrew Baron, CFP®, EA
“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, Advisor & Rhinebeck Branch Manager, and Derek Doyle, Associate Advisor, discuss important end-of-year financial planning considerations as December 31 approaches. In Part One of this two-part series, they explore several decisions involving retirement distributions, Roth […]
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