1737: [Part 1] 2021 Year-End Tax Planning by Sean Mullaney of FI Tax Guy on Roth IRA vs. Traditional IRA

Sean Mullaney of FI Tax Guy talks about 2021 year-end tax planning. This is part 1 of 2.

Episode 1737: [Part 1] 2021 Year-End Tax Planning by Sean Mullaney of FI Tax Guy on Roth IRA vs. Traditional IRA

Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc.  Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-only financial planning.

Sean established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both Deloitte & Touche and PwC, including over 6 years in PwC's Washington National Tax Services practice.

Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning. 

The original post is located here: https://fitaxguy.com/2021-year-end-tax-planning/ 

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Diania Merriam

Diania Merriam is the founder of The EconoMe Conference, an event centered around financial independence. After getting out of $30K of debt in 11 months, she used her newfound financial freedom to walk 500 miles across northern Spain on the Camino de Santiago. Diania saves 60% of her income and is on track to be financially independent by the time she’s 40 years old. She’s passionate about personal finance and thrilled to be the new host of Optimal Finance Daily. When she’s not working, you can find her cooking and hiking with her best friend, an 80 lb German Shepard Lab mix named Buddy.