Roth

End-of-Year Tax Planning Guide

Consider this your end-of-year tax planning guide. Find out why tax planning is often a missing piece in people’s financial plans.

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Do You Know the Four Tax Liability Buckets?

Do you know what the four tax liability buckets are and what you have in each bucket? Scott Dougan explains why it’s important to know this information.

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How to Future-Proof Your Retirement

In light of COVID-19 and how it’s affecting the economy, there’s an added incentive to move money into a Roth. Scott Dougan explains the process and the benefits. 

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