Filing Beneficial Ownership Interest Reports and Everything You Need to Know About Roth Conversions

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December 2, 2024 • 39 mins

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

Mark as Played

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Filing Beneficial Ownership Interest Reports and Everything You Need to Know About Roth Conversions