Oops! A listener accidentally put money in the wrong IRA (again). Another listener wonders about moving excess money in your 401k to your Roth IRA. Is it possible?
BUT our main event today is all about taxes. CPA Dan Franks joins us in the basement to talk big money….year end tax planning! They say successful investors make more by doing the little things. Tax planning is the wedge that the wealthy use to separate themselves from the pack.
PK talks inflation. Is increasing inflation a bad thing?
Of course, there’s much, much more!
<> Year End Tax Tips with Dan Franks
<> End Show