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8051 W 24th Ave, Suite 12, Hialeah, FL 33016

(305) 945-7630
kevin@mccarthyfinancialgroup.com
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Year-End Tax Deadlines - Roth Conversions, RMD's & More

Year-End Tax Deadlines - Roth Conversions, RMD's & More

December 02, 2022


Your monthly update from Kevin McCarthy on what's happening in December 2022.

Covering Health, Wealth & Happiness:

How you can avoid getting/spreading the Flu this season; Plan for Year-End Tax deadlines- Roth Conversions and RMD's are almost due; How you can spread love and joy this Holiday Season (besides joining us for one of our online social events 😉)

Check out our new video below and visit our YouTube Channel for the full Health, Wealth & Happiness Vlog series playlist.


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Office: (305) 945-7630

8051 W 24th Ave

Suite 12

Hialeah , FL 33016

FINRA series 7, 63, 66

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Kevin C. McCarthy offers securities and advisory services through Madison Avenue Securities, LLC. (MAS), a registered investment adviser & Member FINRA/SIPC. MAS and McCarthy Financial Group, P.A. are unaffiliated entities.

Kevin C. McCarthy is licensed to do business in the following states: CO, FL, GA, IN, NM, NY, OH, PA, TX, VA, TN and PR. 

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