Business
What should you do before the end of 2020 when it comes to your finances? We'll run through a list of items on this show. Read more and get additional financial resources here: http://petersonfg.com/year-end-financial-planning-checklist/ What we discuss on this show: 1:15 - Are you maxing out retirement contributions? 2:36 - Are you using the options available in the CARES Act? 3:50 - What is tax-loss harvesting and why should we explore it? 6:44 - Are you making charitable contributions? 8:28 - Should you do a Roth conversion?