BiggerPockets Money Podcast cover image

How to Build a Tax-Efficient Portfolio (Advanced Strategies)

BiggerPockets Money Podcast

00:00

Discount Conversions: Converting In-Kind at a Lower Valuation

Scott asks about converting self-directed assets; John explains discount conversions and how valuations can reduce tax cost of Roth conversions.

Play episode from 41:21
Transcript

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