351 | Year End Tax Planning 2021

<p>In this week's episode, Brad and Jonathan are joined by Sean Mullaney to get a jump start on 2021's tax planning season. Together, they discuss managing Backdoor Roth IRAs before the 12/31 deadline, changes to the relevant tax regulations, amended returns, solo 401k's for contractors and entrepreneurs, and so much more! Listen along to see if any of the information shared can be applicable to your own tax planning this season!</p> <p><!-- wp:heading {"level":3} --></p> <h3 id="h-sean-mullaney"><strong>Sean Mullaney</strong></h3> <p><!-- /wp:heading --> <!-- wp:list --></p> <ul> <li><em>Website:</em> <a href="https://fitaxguy.com//" target= "_blank" rel="noreferrer noopener">The FI Tax Guy</a></li> <li><em>Blog: </em><a href="https://fitaxguy.com/blog/" target="_blank" rel="noreferrer noopener">The FI Tax Guy Blog</a></li> <li><em>Twitter:</em> <a href= "https://twitter.com/SeanMoneyandTax?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" target="_blank" rel="noreferrer noopener">@SeanMoneyandTax</a></li> </ul> <p><!-- /wp:list --> <!-- wp:heading {"level":3} --></p> <h3 id="h-resources-mentioned-in-today-s-conversation"> <strong>Resources Mentioned In Today’s Conversation</strong></h3> <p><!-- /wp:heading --> <!-- wp:list --></p> <ul> <li><a href="https://www.choosefi.com/read/newsletter/" target= "_blank" rel="noreferrer noopener">Subscribe to the FI Weekly!</a></li> <li><a href= "https://fitaxguy.com/the-backdoor-roth-ira-and-december-31st/" target="_blank" rel="noreferrer noopener">The Backdoor Roth IRA and December 31st</a></li> <li><a href="https://www.irs.gov/pub/irs-dft/i8606--dft.pdf" target="_blank" rel="noreferrer noopener">IRS Instructions for Form 8606</a></li> <li><a href= "https://www.whitecoatinvestor.com/backdoor-roth-ira-tutorial/" target="_blank" rel="noreferrer noopener">White Coat Investor's Backdoor Roth IRA Tutorial</a></li> <li><a href= "https://fitaxguy.com/solo-401ks-sep-iras-and-the-2021-stimulus/" target="_blank" rel="noreferrer noopener">Solo 401ks, SEP IRA's, and the 2021 Sti