How to Offset a Year-End Roth Conversion Tax Bill
Nov 17, 2020•14 min•Ep. 89
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
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.
For the best experience, listen in Metacast app for iOS or Android