Introduction

To day on your money your wealth. If a fortunate equity event or liquidity event should cause your income to sky rocket, what will that do to your taxes? Jo and big a spitfall tax strategies to help you manage this. Back door wroth contributions, conversions and income limits explained. Converting 12 and a half million bucks to roth. What happens to retirement accounts when you pass? Will there be a tax bill due? Visit your mone your wealth dot com and click ask joe and owl on air to send in your money questions, comments, suggestions and requests as an email, oral, priority voice mail. We'll kick things off with the seven 12 portfolio.