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内容由Joel Garris and Joel Garris of Nelson Financial Planning提供。所有播客内容(包括剧集、图形和播客描述)均由 Joel Garris and Joel Garris of Nelson Financial Planning 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Filing Beneficial Ownership Interest Reports and Everything You Need to Know About Roth Conversions

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Manage episode 453308580 series 2315381
内容由Joel Garris and Joel Garris of Nelson Financial Planning提供。所有播客内容(包括剧集、图形和播客描述)均由 Joel Garris and Joel Garris of Nelson Financial Planning 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
This week on Dollars & Sense, Joel dives into some hot topics you won't want to miss! 🔥
💼 Joel shares cautious optimism about rate cuts during market highs. 📈
📑 The Corporate Transparency Act's impact on small businesses. 🏢
💡 Debunking watered-down info on Roth conversions online. 💻
💰 Traditional IRA vs Roth IRA—Joel explains tax advantages from real client experiences. 💵
Plus, get the lowdown on filing beneficial ownership interest reports and everything you need to know about Roth conversions! 📊🔍
Tune in now for smart money moves and insightful advice! 🎧 #NelsonFinancialValues #DollarsAndSense #Finance #Investing #TaxPlanning #SmallBusiness #IRAs #RothConversion #MoneyMatters
  continue reading

312集单集

Artwork
icon分享
 
Manage episode 453308580 series 2315381
内容由Joel Garris and Joel Garris of Nelson Financial Planning提供。所有播客内容(包括剧集、图形和播客描述)均由 Joel Garris and Joel Garris of Nelson Financial Planning 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
This week on Dollars & Sense, Joel dives into some hot topics you won't want to miss! 🔥
💼 Joel shares cautious optimism about rate cuts during market highs. 📈
📑 The Corporate Transparency Act's impact on small businesses. 🏢
💡 Debunking watered-down info on Roth conversions online. 💻
💰 Traditional IRA vs Roth IRA—Joel explains tax advantages from real client experiences. 💵
Plus, get the lowdown on filing beneficial ownership interest reports and everything you need to know about Roth conversions! 📊🔍
Tune in now for smart money moves and insightful advice! 🎧 #NelsonFinancialValues #DollarsAndSense #Finance #Investing #TaxPlanning #SmallBusiness #IRAs #RothConversion #MoneyMatters
  continue reading

312集单集

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