Year-End Savings Topics
Financial Planning & Advice
Recording
Holiday spending, last minute tax situations, and getting off on the right foot next year are all themes we cover in this video. Many people assess their finances and retirement savings at the beginning/end of the calendar year. If you are one of them, keep these items in mind.
Additional Resources
Smart Investing: Strategies for Your Retirement Portfolio
Learn MoreLearn MoreLive Q&A Recording: August 2025
- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?
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