The Long Term Investor cover image

Year-End Tax Planning After the OBBBA (EP.224)

The Long Term Investor

00:00

Pre-retiree planning: income spikes and Roth windows

Susan discusses NQDC payouts, multi-year projections, Roth conversion opportunities, and coordinating capital gains with NIIT.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app