To close out 2019, Matt discusses some of the planning gaps we have observed from clients this year and ideas on how you can get out ahead of these potential issues. He also emphasizes the importance of maxing out your retirement and health savings vehicles and the new limits for 2020. Get your 2020 planning off to a strong start and check it out on our YouTube Channel.
Matt on Money: Considerations for 2020
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December 20, 2019