Your 2021 Year-End Tax Planning Guide (with Ed Slott)

Our good friend Ben Franklin said the only things certain in life are death and taxes. Since we are coming up on year-end, we'll tackle one of those certainties (you're on your own with the other). To help us, tax expert Ed Slott is back! He'll help you get your finances in order before year-end to avoid any tax surprises in April. Should you convert your IRA to a Roth? What's the contribution deadline for retirement accounts? What changes might be coming in future legislation? Ed's commenting on it all with us today.

We'll also talk about regulation in cryptocurrency during our headline segment. One of the main benefits of cryptocurrency has been the idea that it is unregulated, but the U.S. government is trying to change that. Although the SEC can't agree, will they consider crypto a security and therefore have regulation over it? We'll share the latest details! We'll also tackle 529 and college saving plans during our Haven Lifeline.

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.