AMR shares actions to take before year-end and how couples management finances.

The AMR team reviews takeaways from the SECURE Act and the CARES Act, and year-end financial planning priorities to consider: maximizing retirement plan contributions, tax harvesting, Roth conversions, charitable giving, Biden administration implications, and Covid-19 planning. For more information, view the AMR "2020 Year-End Priorities" financial planning webinar.