Episode 89
How to Offset a Year-End Roth Conversion Tax Bill
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
November 17, 202014m 7s
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Show Notes
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.