Finding a Better Tax Strategy

Published: Aug. 27, 2020, 9 a.m.

From Roth conversions to charitable giving, today’s episode of the podcast talks about tax strategies that you’ll want to consider.

 

Read more and get additional financial resources here: https://financialplanningva.com/finding-a-better-tax-strategy/ 

 

What we discuss:

0:16 - Are Roth conversions always a good idea?

4:05 - Who would say you don’t have to pay taxes on a million dollars? Steve Martin, of course!

4:57 - How can you pay less in taxes?

7:25 - What is a good fit for you when it comes to charitable giving and tax strategy?