One of the best things you can do for your portfolio is to implement the right tax strategy. Each situation is unique and requires a personalized approach.

Using a listener’s question, James explains one specific example to show when and how to implement the right strategy.

Questions Answered:
Why should or shouldn't you do Roth conversions?
What should you be mindful of when doing Roth conversions?

Timestamps:
0:00 Introduction
0:53 Listener question
4:03 Two core things to focus on
5:56 Should we do a Roth conversion?
7:13 Taxable income
9:16 Lower tax bracket
11:24 Taking a basic look
14:21 Gray area
16:40 Control the balance
19:31 Big picture plan
20:41 Outro

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Here’s How You Can Tell If a Roth Conversion Is Right For You