Year-End Planning

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.