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.

401(k) Education