Ready For Retirement

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

March 23, 2021 James Conole, CFP® Episode 51
Ready For Retirement
The Ultimate Tax Planning Strategy - Combining Roth Conversions with Other Deductions
Show Notes

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?

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