Bridget Sullivan Mermel CFP(R) CPASep 2Prepare for 2026 Tax Rate Changes: StrategiesJoin John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...
Bridget Sullivan Mermel CFP(R) CPADec 28, 2023The Secrets of Backdoor Roth IRA: A Strategy for High Earners ExplainedIn this episode of Friends Talk Financial Planning, John and Bridget reveal the secrets to the backdoor Roth IRA strategy. If you think...