351 | Year End Tax Planning 2021
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The Subsidy Cliffs for the ACA
The stimulus and child tax credit planning are two that were on my mind. I'd love to hear you talk through, like, what do we need to consider,. ecause these are potentially, these are big dollars for dollars and rate. Theyre credits. So this is, again, it's not a deduction where you're only getting a percentage. This is a creditwhich full dollar per dollar. And then just the big thing is, these opportunities, this roth conversion, tax gain, harvesting, these opportunities go away january first. But any year you don't take advantage by december 30 first is justit a miss opportunity. You get o decide your income. It's
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