Beginning of the Year Financial Planning with Nick DeVito, CFP
DEC 14, 202532 MIN
Beginning of the Year Financial Planning with Nick DeVito, CFP
DEC 14, 202532 MIN
Description
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning.
In this episode, Mike and Nick discuss retirement plan contributions, employer match, traditional 401(k) vs. Roth, and beginning of the year tax planning. This is a great episode for anyone as beginning of the year planning ties directly in to year-end planning.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com