Tax Planning | Penobscot Financial Advisors

E8: Roth Conversions

February 1, 2021

Posted in

Retirement
Podcast: Financial Discretion Advised

Executive Summary On this episode of Financial Discretion Advised, hosts Abrin and Tyler bring on Craig Joncas to discuss the ever-popular financial strategy of Roth Conversions. Craig is one of the managing partners of Penobscot Financial Advisors and has over a decade of experience in the field. Traditional IRA vs Roth IRA Abrin starts the show off by describing […]

E5: The ABCs of End of Year Tax Planning

November 25, 2020

Posted in

Podcast: Financial Discretion Advised
Taxes

Executive Summary Listen to this week’s podcast episode to learn the ABCs of tax planning! Advisors Abrin Berkemeyer CFP® and Tyler Hafford explain the impact of the CARES Act on taxes this year, as well as some tax planning basics. We encourage you to reach out to your financial advisor and tax preparer to see […]