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Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
Take Advantage Of Tax Planning To Save Big On Taxes In 2024!
Take advantage of tax planning as we approach the end of 2024! Join us this week as we continue last week's conversion discussing...
Bridget Sullivan Mermel CFP(R) CPA
Oct 27, 2024
Should You Do a Roth Conversion? Key Factors to Consider
Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....
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