
AMR shares actions to take before year-end and how couples management finances.
DnQ_💙
51 min
Kids
Description
<p>The AMR team reviews takeaways from the SECURE Act and the CARES Act, and year-end financial planning priorities to consider: maximizing retirement plan contributions, tax harvesting, Roth conversions, charitable giving, Biden administration implications, and Covid-19 planning. For more information, view the AMR <a title= "2020 Year-End Priorities" href= "https://amrfinancial.com/account-access/">"2020 Year-End Priorities" financial planning webinar. </a></p> <h3> </h3> <p> </p>
Uploader
Episodes
1
AMR shares actions to take before year-end and how couples management finances.
DnQ_💙