351 | Year End Tax Planning 2021
ChooseFI
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Early Retirement, Tax Planting
If you are early retired, you have a great tax planning opportunity because you have artificially low income. So what i tell early retires is look fourth quarter of the year, october through cember. How much taxable income to degenerate capital gains, interest dividends? And think about wroth conversions. On the upside, it's about converting traditional retirement accounts to roth ras while you're in the zero or ten percent federal income tax.
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