Craig Wear, CFP® encourages viewers to take immediate action on year-end tax planning and Roth conversions, emphasizing that the current year presents a "bonus" opportunity not to be missed. He offers his advisory help to implement plans either before year-end or to get started for the new year if time runs out.
Maybe it's better to just wait and think about what you say. But outside of that, especially when it comes to your finances, take advantage of it. And I hope that if possible, we can help you with it as well, if it's not too late in the year for us to be able to do that. But if, if not, then get with us and we'll get you started for the brand new year to make it work. But man, I hope you don't miss this bonus year. I hope you don't miss what you can get accomplished still by the end of this year.
