The Ultimate Tax Planning Strategy - Combining Roth Conversions with Other Deductions

from Ready For Retirement · host James Conole, CFP®

Our topic on this episode of the Ready for Retirement podcast is about creating the ultimate tax planning strategy - combining Roth Conversions with Other Deductions.Questions answered: When should I do a Roth Conversion? How do I know which deductions I should take advantage of? How could a Donor-Advised Fund help reduce my taxes? Can I gift stock to my Donor-Advised Fund? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

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How long is this episode of Ready For Retirement?

This episode is 21 minutes long.

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This episode was published on March 23, 2021.

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