Your 2021 Year-End Tax Planning Guide (with Ed Slott)
The Stacking Benjamins Show
00:00
What's the Worst Case Scenario?
Wroth ra conversions are permanent now. You can't do a wroth conversion until well into the year, like in december. Once you convert, you will owe the tax. Even if your financial situation changes later on, you will still owe. I think it's ridiculous that some of these marketing advisers are just 25 years old who started out with robo-harvesting. And i want to talk specifically about tax lost harvesting. Let's talk about the whole bill back better plan. Is this thing? So far, right now, it's still in the cross hars. If that makes it, all this i r a stuff is probably going to go on the train with it
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