Money Guy Show cover image

Do These 4 Things with Your Finances BEFORE 2023!

Money Guy Show

00:00

Can You Accelerate Capital Gains?

We always think, especially for our folks who have more control over their income, or perhaps you're retired and you're living off a portfolio income around this time of year, it makes sense to do a tax projection. And if you fall into one of the lower tax brackets and there's some room to work with without tripping over some of the negative things we'll talk about in a moment, then you may want to consider converting some pre-tax assets to Roth. Another great thing about doing that right now is if you convert assets right now to Roth, you're doing it during a downturn. But when we do see that recovery and when the market does pop back up, you get

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