How to Offset a Year-End Roth Conversion Tax Bill

11/17/20 • 14 min

Today I’m talking about how to combine roth conversions with charitable giving.

In fact, this strategy can help wipe out this year's tax bill, reduce future tax bills, and also support some good causes along the way.

The best part?

There's no minimum amount of net worth required to take action.

So if you want to make a smart tax move while also supporting a good cause, today’s episode is for you.

Today I’m talking about how to combine roth conversions with charitable giving.

In fact, this strategy can help wipe out this year's tax bill, reduce future tax bills, and also support some good causes along the way.

The best part?

There's no minimum amount of net worth required to take action.

So if you want to make a smart tax move while also supporting a good cause, today’s episode is for you.

Today I’m wrapping up our four-part series on investing in bonds by talking about...implementation!

My goal today is to help you take action.

To take what you’ve learned these last four weeks and make some meaningful improvements to your retirement portfolio.

So if you’re finally able to wrap your head around the basics of bond investing and ready to take action, today's episode is for you.

Today I’m talking about tax gain harvesting.

While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxes now can oftentimes be more valuable.

And once again, this strategy is not just for the ultra-wealthy...

In fact, those in the highest tax brackets probably shouldn’t pursue this tax planning opportunity.

So if you want to learn how to harvest gains and reduce your future tax bill in retirement, today's episode is for you.

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