Money Guide With Mary Sterk

There's still time to capture some tax deductions this year. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share some tips and strategies surrounding end-of-year tax planning. Topics include: Post-Tax Funnel Pre-Tax Funnel Preferential Tax Treatment Brokerage Account Direct Mutual Fund Account Capital Gains Tax Tax-Sensitive Asset Allocation ROTH Conversion IRA Itemizing Standard Deduction Charitable Contributions Donor-Advised Funds Catch-Up Contribution 401(k) Gifts State Tax Deductions 529 Plan Beneficiaries Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact