VIDEO

Year-End Planning

401(k) Education
December 13, 2022

What You Need To Know To End The Year Right

In this month’s educational video, "Year-End Planning" we discuss what you need to know to end the year right. Join Jon Gengle, a Bayntree Financial Advisor, as he goes over:

  • Benefits Planning
  • Tax Harvesting
  • AZ Tax Charitable Credit
  • Roth Conversion
  • Planning for Life Events
  • Things to Review

To discuss any questions you have, please contact Bayntree at (480) 494-2750 or click here to schedule a 15-minute call.

Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. Opinions expressed herein are solely those of Bayntree Wealth Advisors. All content is for informational purposes only and is not intended to provide the basis for any financial decisions.

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401(k) Education