End of Year Tax Planning with Jerry Davis

Swim With Jim

End of Year Tax Planning with Jerry Davis

Episode 006

Today we’ll be speaking with Jerry Davis, CPA. Jerry is an accountant and financial planner in Gresham, Oregon. We’ll be asking him about end of year planning.

Questions include

-What can our viewers do in the time left before the end of the year to reduce their income taxes?

-What is the biggest mistake in end of year planning that you see over and over again?

-I keep hearing about this backdoor Roth ira. Is that something people can do at the last minute in Dec. or is there a later deadline and should they just postpone that for early next year?

****This episode on Swim With Jim was recorded under the Pacific Ocean****

 
Jim Ludwick
jim@adviceonly.net

Jim Ludwick is the founder of MainStreet Financial Planning. His varied education and life experiences have enabled him to apply his knowledge and experience into useful solutions for personal financial problems. His writing and broadcasting activities allow him to help many more than just individual clients. He loves a microphone.

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