478. Tax Wisdom: Year-End Moves for a Financially Savvy Future feat. Sean Mullaney (The FI Tax Guy)
Earn & Invest
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Year-End Tax Planning and Roth Conversions
This chapter discusses the importance of year-end tax planning and the benefits of doing Roth conversions at the end of the year. It explores strategies for retired individuals with lower taxable income to take advantage of a low tax bracket, emphasizes the permanence of Roth conversions, and highlights the preference for doing them in the fourth quarter.
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