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Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm.

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  1. All Episodes
  2. 2022 Year-End Planning Strategies

2022 Year-End Planning Strategies

Feb 15, 2023

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to
consider before the end of the year, including: How to maximize contributions to your retirement
accounts, how to determine if a Roth conversion makes sense in 2022, and ways to maximize
financial gifts or charitable giving before the end of the year.


If you have questions or would like help planning for your financial future, connect with our team
at BarryInvestmentAdvisors.com


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