Episode #86 - How To Prepare For Higher Taxes

What this episode covers

In this episode Dave and Steve discuss a topic that is near and dear to all of us; how can we (legally) minimize the taxes we pay. First they explain the analysis behind the decision to convert to a Roth IRA (8:23). Next they discuss how it might make sense to realize capital gains now rather than in the future when capital gains taxes might rise (23:03). Lastly, they discuss the use of life insurance and how it can be structured as a very tax efficient asset (24:42).

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Frequently Asked Questions

How long is this episode of Plan For Life Now?

This episode is 31 minutes long.

When was this Plan For Life Now episode published?

This episode was published on December 9, 2021.

What is this episode about?

In this episode Dave and Steve discuss a topic that is near and dear to all of us; how can we (legally) minimize the taxes we pay. First they explain the analysis behind the decision to convert to a Roth IRA (8:23). Next they discuss how it might...

Can I download this Plan For Life Now episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.